Advisor, Investment and Financing

Desjardins; Saint-Marc-des-Carrières; On-site; CAD 50,000 - 75,000; Full time

Benefits offered by this job

Competitive salary

Annual bonus

Flexible vacation

Pension plan

Group insurance

Telemedicine

Wellness reimbursement

Eligibility-based benefits

Job summary

Desjardins in the Capitale-Nationale region is hiring for on-site full-time roles in member/client sales and service. You will attend to members’ investment and financing needs, develop strategies, and manage relationships while ensuring quality service.

We offer a competitive salary with an annual bonus, generous vacation, a defined-benefit pension, group insurance including telemedicine, and wellness reimbursements. Accommodations available upon request.

Responsibilities

• Attend to members’ investment and financing needs while ensuring quality service
• Develop strategies and offer 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

Job description

The work mode arrangement for the position is full-time on site. Several opportunities are currently available in the beautiful greater Capitale-Nationale region.

Responsibilities

• Attend to members’ investment and financing needs while ensuring quality service
• Develop strategies and offer 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.

Qualifications and Requirements

Regardless of your experience or education, if you’ve always wanted to work in the financial services industry, we welcome you. At Desjardins we believe in equity, diversity and inclusion. We are 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. We have zero tolerance for discrimination of any kind. 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)