Advisor Investment and Financing

Desjardins; Saint-Tite; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading financial services organization based in Quebec seeks an investment and financing advisor. In this role, you will provide exceptional customer service and develop financial strategies tailored to individual client needs. The position offers a competitive salary, annual bonuses, a defined benefit pension plan, and four weeks of flexible vacation starting from the first year. Join a diverse team committed to equity and inclusion, and support clients in optimizing their financial health.

Benefits

Competitive salary

Annual bonus

4 weeks of flexible vacation

Defined benefit pension plan

Group insurance

Health and wellness reimbursement

Qualifications

• Ability to offer tailored financial solutions for clients.
• Commitment to excellence in customer service.
• Capacity to develop strategies for investment and financing.

Responsibilities

• Attend to members' investment and financing needs.
• Manage business relationships and assess client satisfaction.
• Stay up-to-date on best practices in financial services.

Skills

Customer service

Financial product knowledge

Relationship management

Market trend awareness

Job description

🌟 Several opportunities are currently available in the Mauricie region.

As an advisor, investment and financing, you will be attentive to what our members and clients are saying to better understand and address each specific situation, with the objective of optimizing their financial health. You will be committed to providing excellent customer service so as to offer the highest quality financial solutions tailored to their needs.

Required

• 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

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) provides a unique opportunity to receive training for a career suited to 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)