Advisor, Investment and Financing

Desjardins; Sherbrooke; On-site; CAD 65,000 - 85,000; Full time

Benefits offered by this job

Annual bonus

4 weeks vacation

Defined benefit pension

Group insurance

Wellness reimbursements

Telework equipment

Job summary

Desjardins is seeking an advisor, investment and financing, on-site in the Estrie region (Sherbrooke area). This full-time position focuses on attentive client service, delivering tailored financial solutions, and staying current with industry trends.

The role emphasizes building relationships, strategizing with clients, and ensuring high-quality service across investments, financing and insurance products. The organization offers a comprehensive benefits package and a supportive workplace.

Qualifications

• Attention to members' investment and financing needs while delivering quality service
• Developing strategies and offering investment, financing and insurance products
• Manage business relationships and assess satisfaction and service quality
• Stay up-to-date on financial services industry trends and best practices

Responsibilities

• Attend to members' investment and financing needs while ensuring quality service
• Developing strategies and offering 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

Job description

The work mode arrangement for the position is full-time on site.

Many opportunities are currently available in the Estrie area.

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
• Developing strategies and offering 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

The Desjardins Cooperative Institute (DCI)-provides a unique opportunity to receive training for a career suited to your skills, goals and education.

Equity, Diversity, Inclusion and Accessibility

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)