Advisor, Investment and Financing

Desjardins Group; Saint-Jérôme, Mont-Laurier, Saint-Sauveur, Mont-Tremblant, Lachute; Hybrid; CAD 50,000 - 90,000; Full time

Job summary

Une entreprise innovante recherche un conseiller en investissement et financement pour rejoindre son équipe dynamique. Dans ce rôle, vous serez responsable de répondre aux besoins financiers des membres tout en offrant un service de qualité exceptionnelle. Vous aurez l'opportunité de développer des stratégies financières et de gérer des relations d'affaires, contribuant ainsi à l'amélioration continue de la satisfaction des clients. Avec un environnement de travail hybride, vous bénéficierez d'une formation continue et d'un soutien pour atteindre vos objectifs de carrière. Si vous êtes passionné par le secteur financier et désireux d'aider les autres, cette opportunité est faite pour vous.

Benefits

Salaire compétitif

Bonus annuel

4 semaines de vacances flexibles

Régime de retraite à prestations déterminées

Assurance groupe incluant la télémédecine

Remboursement des dépenses de santé et de bien-être

Équipement pour le télétravail

Qualifications

• Aptitude à fournir des solutions financières de haute qualité.
• Capacité à rester à jour sur les tendances du secteur financier.

Responsibilities

• Répondre aux besoins d'investissement et de financement des membres.
• Développer des stratégies et offrir des produits financiers.

Skills

Service à la clientèle

Analyse financière

Développement de stratégies

Gestion des relations d'affaires

Education

Formation en services financiers

Expérience en vente

Job description

Advisor, Investment and Financing

Apply remote type: The work arrangement for the position is hybrid.

Locations: Saint-Jérôme, Mont-Laurier, 218 rue Principale, Saint-Sauveur, Mont-Tremblant, Lachute.

Time type: Full time

Posted on: Posted 2 Days Ago

Job requisition id: R2500864

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.

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.

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)