Advisor, Investment and Financing

Desjardins Group; Saint-François-de-la-Rivière-du-Sud; On-site; CAD 80,000 - 100,000; Full time

Job summary

A financial services organization in Canada is seeking a full-time advisor for investment and financing. Responsibilities include attending to members' needs, developing financial strategies, and managing client relationships. The role demands a strong commitment to high-quality service and the ability to assess client satisfaction. Benefits include a competitive salary, flexible vacation options, and a defined benefit pension plan.

Benefits

Competitive salary and annual bonus

4 weeks of flexible vacation

Defined benefit pension plan

Group insurance including telemedicine

Reimbursement of health and wellness expenses

Qualifications

• Strong commitment to providing high-quality financial solutions.
• Ability to assess client satisfaction and identify areas for improvement.
• Willingness to stay updated on market trends.

Responsibilities

• Attend to members’ investment and financing needs while ensuring quality service.
• Develop strategies for investment, financing, and insurance products.
• Manage business relationships and follow up on service quality.

Skills

Excellent customer service

Knowledge of financial products

Relationship management

Job description

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

Many opportunities are currently available in the Estrie area.

As an advisor, investment and financing, you will be attentive to what our members and clients are saying to better understand and address each specific situation, with the objective of optimizing their financial health. You will be committed to providing excellent customer service so as to offer the highest quality financial solutions tailored to their needs. More specifically, you will be required to:

• 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.

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

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.

#LI-Onsite

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!

Job Family

Member/client sales and service (FG)