Advisor, Investment and Financing

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

Job summary

Une entreprise innovante dans le secteur des services financiers recherche des conseillers pour optimiser la santé financière de ses membres. Dans ce rôle, vous serez responsable de fournir un service à la clientèle exceptionnel, de développer des stratégies d'investissement et de financement, et de gérer les relations avec les clients. Vous aurez également l'occasion de rester à jour sur les tendances du marché et les meilleures pratiques. Ce poste offre un environnement dynamique et des opportunités de formation, idéal pour ceux qui souhaitent construire une carrière enrichissante dans le domaine financier.

Benefits

Salaire compétitif

Bonus annuel

4 semaines de vacances flexibles

Régime de retraite à prestations déterminées

Assurance groupe incluant télémédecine

Remboursement des dépenses de santé et de bien-être

Équipement pour le télétravail

Qualifications

• Engagement envers l'excellence du service à la clientèle.
• Capacité à développer des stratégies financières adaptées.

Responsibilities

• Répondre aux besoins d'investissement et de financement des membres.
• Développer des stratégies et offrir des produits financiers.

Skills

Service à la clientèle

Gestion des relations d'affaires

Stratégies d'investissement

Connaissance des tendances du marché

Education

Formation en services financiers

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.

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)