Advisor, Investment and Financing

Desjardins; Saint-Félicien; On-site; CAD 50,000 - 70,000; Full time

Benefits offered by this job

Competitive salary and annual bonus

Flexible vacation (4 weeks)

Defined benefit pension plan

Group insurance including telemedicine

Reimbursement of health and wellness expenses

Telework equipment reimbursement

Job summary

Desjardins is seeking full-time employees in the Saguenay-Lac-Saint-Jean region to meet members’ investment and financing needs while ensuring quality service. Responsibilities include developing investment strategies, managing client relationships, and staying updated on industry trends.

Benefits include a competitive salary, flexible vacation, a defined benefit pension plan, and group insurance. Desjardins values diversity and inclusion, welcoming individuals from all backgrounds. Applicants are encouraged to seek supportive accommodations during the recruitment process.

Responsibilities

• Attend to members’ investment and financing needs while ensuring quality service.
• Develop strategies and offer investment, financing, and insurance products.
• Manage business relationships and assess member/client satisfaction.
• Stay informed about the financial services industry and market trends.

Job description

The work mode arrangement for the position is full-time on site.

Several opportunities are currently available in the Saguenay-Lac-Saint-Jean region.

Responsibilities

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

Benefits

• 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.

Regardless of your experience or education, if you’ve always wanted to work in the financial services industry, send us your application. Our recruiters will contact you to find the job best suited to your career goals. The Desjardins Cooperative Institute (DCI)—provides a unique opportunity to receive training for a career suited to your skills, goals and education.

Job Family

Member/client sales and service (FG)

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. At Desjardins, we have zero tolerance for discrimination of any kind. We believe 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!