Advisor Investment and Financing

Desjardins; Trois-Rivières; On-site; CAD 50,000 - 70,000; Full time

Job summary

A leading financial services organization in Trois-Rivières is seeking an advisor for investment and financing. The ideal candidate will provide excellent customer service and address members' financial needs through tailored solutions. Responsibilities include developing investment strategies, managing business relationships, and staying updated on market trends. The position offers a competitive salary, annual bonus, and flexible vacation, along with various benefits to support employees' financial health and well-being.

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

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 member/client satisfaction.

Skills

Customer service

Investment strategies

Financing solutions

Market trend analysis

Job description

🌟 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.

Required

• 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)