Advisor, Investment and Financing

Desjardins Group; Shawinigan; Hybrid; CAD 50,000 - 90,000; Full time

Job summary

An established industry player is seeking an Advisor in Investment and Financing to enhance clients' financial health. This role involves providing tailored financial solutions, managing business relationships, and staying updated on market trends. The company fosters a diverse and inclusive environment, offering competitive salaries, flexible vacation, and a robust pension plan. Join a team committed to delivering exceptional service and making a positive impact in the financial services industry. If you're passionate about helping others achieve their financial goals, this opportunity is perfect for you.

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

• Experience in customer service and financial solutions is essential.
• Training opportunities are available for career development.

Responsibilities

• Attend to members’ investment and financing needs while ensuring quality service.
• Develop strategies and offer investment, financing, and insurance products.

Skills

Customer Service

Financial Solutions

Investment Strategies

Business Relationship Management

Education

Training in Financial Services

Job description

Advisor, Investment and Financing

Apply remote type: The work arrangement for the position is hybrid work locations: Trois-Rivières, Louiseville, Saint-Boniface, Shawinigan, Notre-Dame-du-Mont-Carmel.

Time type: Full time

Posted on: Posted 30+ Days Ago

Job requisition id: R2500872

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. 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:

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)