Advisor, Investment and Financing

Desjardins; Saint-Jérôme; On-site; CAD 40,000 - 80,000; Full time

Job summary

An established industry player is seeking an Advisor for Investment and Financing to enhance members' financial well-being. This role involves providing tailored financial solutions, developing strategies for investment and financing products, and ensuring high-quality service. With a focus on customer satisfaction and continuous learning, this position offers a dynamic opportunity for those looking to grow in the financial sector. Enjoy competitive compensation, flexible vacation, and a supportive work environment that values diversity and inclusion.

Benefits

4 weeks of flexible vacation

Defined benefit pension plan

Group insurance including telemedicine

Reimbursement of health and wellness expenses

Telework equipment reimbursement

Qualifications

• Strong customer service skills and ability to assess client needs.
• Knowledge of investment and financing products.

Responsibilities

• Attend to members’ investment and financing needs.
• Develop strategies for investment and financing products.
• Manage business relationships and assess client satisfaction.

Skills

Customer Service

Financial Solutions

Investment Strategies

Market Trends Analysis

Education

High School Diploma

Bachelor's Degree in Finance

Job description

Join to apply for the Advisor, Investment and Financing role at Desjardins

Several opportunities are currently available in the Laurentides region.

Required

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 your career path or formal training, if you've always wanted to work in the financial sector, now is the time to apply! Our recruiters will help identify the best opportunity for you that aligns with your career goals. Desjardins offers a training institute (DCI) providing the training needed to pursue a career suited to your skills, goals, and education.

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At Desjardins, we believe in equity, diversity, and inclusion. We're 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 and strive for our teams to reflect the diversity of the members, clients, and communities we serve.

If you need accommodations during the recruitment process, please let us know. We are committed to making our hiring process accessible at any stage.

Job Family

Member/client sales and service (FG)

Seniority level

• Entry level

Employment type

• Full-time

Job function

• Finance and Sales

Industries

• Banking