Advisor, Investment and Financing

Desjardins Group; Sainte-Adèle; On-site; CAD 45,000 - 75,000; Full time

Job summary

An established industry player is seeking dedicated financial services professionals to join their team in the Laurentides region. In this role, you'll support clients' financial well-being by providing tailored solutions and exceptional customer service. You'll have the opportunity to develop strategies for investments, financing, and insurance products while managing relationships and ensuring client satisfaction. With a commitment to continuous learning and development, this organization offers a unique training program to help you excel in your career. Enjoy a competitive salary, flexible vacation, and comprehensive benefits as you embark on a fulfilling journey in the financial sector.

Benefits

Competitive salary

Annual bonus

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 to meet client needs effectively.
• Ability to develop and offer tailored financial solutions.

Responsibilities

• Attend to members’ investment and financing needs with quality service.
• Manage business relationships and assess member/client satisfaction.

Skills

Customer Service

Financial Solutions

Investment Strategies

Relationship Management

Market Trends Awareness

Education

Training in Financial Services

Job description

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*

1. Competitive salary and annual bonus
2. 4 weeks of flexible vacation starting in the first year
3. Defined benefit pension plan that provides predictable, stable income throughout retirement
4. Group insurance including telemedicine
5. Reimbursement of health and wellness expenses and telework equipment

*Benefits apply based on eligibility criteria.

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.

Job Family

Member/client sales and service (FG)