Advisor, Investment and Financing

Desjardins; Sainte-Claire; On-site; CAD 50,000 - 60,000; Full time

Benefits offered by this job

Competitive salary and annual bonus

4 weeks of flexible vacation

Defined benefit pension plan

Group insurance including telemedicine

Reimbursement of health and wellness expenses

Job summary

A leading financial organization is seeking an Advisor in Investment and Financing to attend to members’ investment needs. The role involves developing strategies for investment products and managing client relationships to ensure quality service. Candidates should have a college diploma, minimum two years of experience, and knowledge of French. This is a full-time entry-level position offering competitive salary, benefits, and a supportive work environment.

Qualifications

• Minimum of two years of relevant experience.
• Knowledge of French is required.
• Valid driver's license and access to a vehicle.

Responsibilities

• Attend to members’ investment and financing needs while ensuring quality service.
• Develop strategies and offer investment, financing and insurance products.
• Manage business relationships and assess member/client satisfaction.

Skills

Customer service

Investment strategies

Financial industry knowledge

Relationship management

Education

College diploma in a related field

Job description

Join to apply for the Advisor, Investment and Financing role at Desjardins

Many opportunities are currently available in the Chaudière-Appalaches region. 📍

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

• College diploma in a related field
• A minimum of two years of relevant experience
• Other combinations of qualifications and relevant experience may be considered
• Knowledge of French is required
• Must have a valid driver's license and access to a vehicle

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!

Seniority Level

• Entry level

Employment Type

• Full-time

Job Function

• Finance and Sales

Industries

• Banking

Job Family: Member/client sales and service (FG)

Location: Sainte-Marie, Quebec, Canada

Location: Saint-Anselme, Quebec, Canada