Advisor, Investment and Financing

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

Job summary

Une entreprise innovante dans le secteur des services financiers recherche des conseillers passionnés par l'optimisation de la santé financière de leurs clients. Ce rôle dynamique vous permettra de développer des stratégies personnalisées tout en offrant un service à la clientèle exceptionnel. Avec des opportunités de formation via l'Institut Coopératif Desjardins, vous pourrez évoluer dans un environnement qui valorise la diversité et l'inclusion. Si vous aspirez à une carrière enrichissante dans la finance, cette position est faite pour vous.

Benefits

Salaire compétitif et bonus annuel

4 semaines de vacances flexibles

Régime de retraite à prestations déterminées

Assurance groupe incluant la télémédecine

Remboursement des dépenses de santé et de bien-être

Qualifications

• Aptitude à comprendre et répondre aux besoins des membres et clients.
• Engagement à offrir des solutions financières de haute qualité.

Responsibilities

• Assister les membres dans leurs besoins d'investissement et de financement.
• Développer des stratégies pour des produits d'investissement et d'assurance.

Skills

Service à la clientèle

Analyse financière

Gestion des relations d'affaires

Education

Diplôme en services financiers

Formation en vente

Job description

Several opportunities are currently available in the greater Montérégie 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*

• 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.

Curious about this profession? Click here (only available in French)

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)