Advisor, Investment and Financing

Desjardins; Saint-Germain-de-Grantham; On-site; CAD 45,000 - 75,000; Full time

Job summary

An established industry player in the financial services sector is seeking dedicated advisors to provide tailored investment and financing solutions. This role emphasizes exceptional customer service and the development of strategies to meet diverse client needs. You will engage with clients to enhance their financial health while staying informed on market trends and best practices. With a commitment to equity and inclusion, this opportunity offers a supportive environment where your contributions can make a significant impact. Join a team that values diversity and is dedicated to fostering a positive workplace culture.

Benefits

Competitive Salary

Annual Bonus

Flexible Vacation

Defined Benefit Pension Plan

Group Insurance

Health and Wellness Reimbursement

Telework Equipment Reimbursement

Qualifications

• Strong commitment to providing excellent customer service.
• Ability to develop tailored financial strategies.

Responsibilities

• Attend to members’ investment and financing needs.
• Develop strategies for investment and financing products.

Skills

Customer Service

Investment Strategies

Financial Solutions

Market Trends Analysis

Job description

Several opportunities are currently available in the Centre-du-Québec region.

Required

As an advisor in investment and financing, you will attentively listen to our members and clients to better understand and address their specific situations, aiming to optimize their financial health. You will be committed to providing excellent customer service to deliver high-quality financial solutions tailored to their needs. 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 providing 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) offers a unique opportunity to receive training for a career aligned with your skills, goals, and education.

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Our Commitment

At Desjardins, we believe in equity, diversity, and inclusion. We are committed to welcoming, respecting, and valuing individuals for who they are, learning from differences, embracing uniqueness, and fostering 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 you need assistance to make the recruitment process or the job application more accessible, please let us know. We can provide accommodations at any stage of the process. Just ask!

Job Family

Member/client sales and service (FG)