Advisor, Investment and Financing

Desjardins Group; Saint-Eustache; Hybrid; CAD 45,000 - 70,000; Full time

Job summary

An established industry player in the financial sector is seeking dedicated financial services professionals to join their team. In this dynamic role, you will be pivotal in providing tailored financial solutions to meet the diverse needs of clients. You will engage in developing investment strategies, managing client relationships, and ensuring high-quality service. The company values equity, diversity, and inclusion, fostering a positive workplace for all. With opportunities for training and professional growth, this is your chance to make a meaningful impact in the financial services industry while enjoying competitive benefits and a supportive work environment.

Benefits

Competitive salary

Annual bonus

4 weeks of flexible vacation

Defined benefit pension plan

Group insurance including telemedicine

Reimbursement of health and wellness expenses

Telework equipment

Qualifications

• Strong customer service skills and ability to tailor financial solutions.
• Experience in managing client relationships and assessing satisfaction.

Responsibilities

• Attend to members’ investment and financing needs with quality service.
• Develop strategies for investment, financing, and insurance products.
• Manage business relationships and identify areas for improvement.

Skills

Customer Service

Financial Solutions

Investment Management

Relationship Management

Education

Degree in Finance

Training in Financial Services

Job description

Several opportunities are currently available in the Laurentides region.

As a financial services professional,

you're attentive to the needs of our members and clients. You look for ways to support their financial well-being in every situation. You provide excellent customer service and high-quality financial solutions tailored to their needs. More specifically, you will be required to:

1. Attend to members’ investment and financing needs while ensuring quality service
2. Develop strategies and offer investment, financing, and insurance products
3. Manage business relationships, assess member/client satisfaction and service quality, follow up, and identify areas for improvement
4. Stay up-to-date on the financial services industry, market trends, and best practices in your field.

What we offer*

• Competitive salary and annual bonus
• 4 weeks of flexible vacation starting in the first year
• Defined benefit pension plan that provides predictable, stable income throughout retirement
• Group insurance including telemedicine
• Reimbursement of health and wellness expenses and telework equipment

*Benefits apply based on eligibility criteria.

What you bring to the table

No matter what your career path or formal training may be, if you've always wanted to work in the financial sector, now is the time to apply! Our recruiters will be in touch to identify the best opportunity for you that meets your career goals. Desjardins has a training institute (DCI) that offers you a unique opportunity to get the training you need to pursue a career that's the perfect fit for your skills, goals, and education.

#LI-Hybrid

At Desjardins, we believe in equity, diversity, and inclusion. We're committed to welcoming, respecting, and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. We have zero tolerance for discrimination of any kind. Our teams should reflect the diversity of the members, clients, and communities we serve.

If there's something we can do to help make the recruitment process or the job you're applying for more accessible, let us know. We can provide accommodations at any stage in the recruitment process. Just ask!

Job Family

Member/client sales and service (FG)