Advisor, Investment and Financing

Desjardins Group; Sainte-Thérèse; Hybrid; CAD 50,000 - 85,000; Full time

Job summary

An established industry player in the financial sector is seeking motivated professionals to join their team. This role involves addressing members' investment and financing needs while delivering exceptional service. You will develop strategies for various financial products and manage client relationships, ensuring satisfaction and continuous improvement. With a commitment to equity and diversity, this forward-thinking organization offers a supportive environment and comprehensive training to help you excel in your career. If you are passionate about finance and eager to make a difference, this opportunity is perfect for you.

Benefits

4 weeks of flexible vacation

Defined benefit pension plan

Group insurance including telemedicine

Reimbursement of health and wellness expenses

Telework equipment reimbursement

Qualifications

• Strong understanding of investment and financing products.
• Ability to assess client satisfaction and improve services.

Responsibilities

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

Skills

Investment Strategies

Client Relationship Management

Financial Product Knowledge

Market Trend Analysis

Education

Bachelor's Degree in Finance

Relevant Financial Certifications

Job description

Several opportunities are currently available in the Laurentides region.

As a financial services professional, your role involves:

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, 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 providing 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

No matter your career path or formal training, if you've always wanted to work in the financial sector, now is the time to apply! Our recruiters will help identify the best opportunity that aligns with your career goals. Desjardins offers a training institute (DCI) providing you with training to pursue a career suited to your skills, goals, and education.

Additional Information

#LI-Hybrid

At Desjardins, we believe in equity, diversity, and inclusion. We are committed to welcoming, respecting, and valuing individuals for who they are, learning from their differences, embracing their 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 we can assist in making the recruitment process or the job 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)