Advisor, Investment and Financing

Desjardins; Shawinigan; On-site; CAD 45,000 - 75,000; Full time

Job summary

An established industry player in the financial services sector is seeking dedicated advisors to enhance clients' financial health. This role involves providing tailored investment and financing solutions while ensuring exceptional customer service. You will develop strategies to meet the diverse needs of members and clients, manage relationships, and contribute to the overall satisfaction and service quality. With a strong commitment to equity, diversity, and inclusion, this company offers a supportive work environment and opportunities for growth. If you are passionate about finance and eager to make a difference, this position 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

• Strong commitment to customer service and financial health.
• Ability to develop investment and financing strategies.

Responsibilities

• Attend to members' investment and financing needs.
• Manage business relationships and assess client satisfaction.
• Stay updated on market trends and best practices.

Skills

Customer Service

Investment Strategies

Financial Solutions

Relationship Management

Education

Experience in Financial Services

Training from Desjardins Cooperative Institute

Job description

Several opportunities are currently available in the Mauricie region.

Required

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:

• 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)