Advisor, Investment and Financing

Desjardins Group; Terrebonne; On-site; CAD 80,000 - 100,000; Full time

Job summary

A leading financial services provider in Canada is seeking a full-time adviser in investment and financing. The role focuses on attending to member needs, developing tailored financial solutions, and enhancing customer satisfaction. Ideal candidates will have strong customer service skills and the ability to stay current with industry trends. Competitive salary, benefits, and a supportive training environment are included.

Benefits

Competitive salary and annual bonus

4 weeks of flexible vacation

Defined benefit pension plan

Group insurance including telemedicine

Reimbursement of health and wellness expenses

Qualifications

• Experience in customer service or financial services is an asset.
• Ability to develop and implement strategies tailored to client needs.
• Willingness to learn and adapt in a dynamic industry.

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 satisfaction and service quality.
• Stay informed about industry trends and best practices.

Skills

Customer service excellence

Investment product knowledge

Financing product knowledge

Relationship management

Adaptability to market trends

Job description

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

Many opportunities are currently available in the Estrie area.

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

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.

#LI-Onsite

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)