Advisor, Investment and Financing

Desjardins Group; Saint-Tite; Hybrid; CAD 50,000 - 70,000; Full time

Job summary

A leading financial services organization in the Mauricie region is seeking an advisor in investment and financing. The role involves providing tailored financial solutions to clients, ensuring high-quality service, and staying informed on market trends. This position offers competitive salary, flexible vacation, and a supportive work environment focused on diversity and inclusion.

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

• Experience in financial services is a plus.
• Willingness to learn and adapt to industry practices.

Responsibilities

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

Skills

Customer service

Financial solutions

Investment strategies

Market trends

Job description

Several opportunities are currently available in the Mauricie region.

As an advisor in investment and financing, you will attentively listen to our members and clients to better understand and address their specific situations, with the goal of optimizing their financial health. You will be committed to providing excellent customer service to deliver high-quality financial solutions tailored to their needs. Your responsibilities will include:

1. Attending to members’ investment and financing needs while ensuring quality service
2. Developing strategies and offering investment, financing, and insurance products
3. Managing business relationships, assessing member/client satisfaction and service quality, following up, and identifying areas for improvement
4. Staying 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) offers a unique opportunity to receive training for a career aligned with your skills, goals, and education.

#LI-Hybrid

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 of any kind. Our teams should reflect the diversity of the members, clients, and communities we serve.

If there's anything we can do to make the recruitment process or the job application more accessible, please let us know. We can provide accommodations at any stage of the recruitment process. Just ask!

Job Family

Member/client sales and service (FG)