Conseiller ou conseillère, Placement et financement

Desjardins; Quebec; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading financial institution in Quebec seeks an Advisor in Investment and Financing. You will enhance client financial health by providing tailored services while managing strategic relationships. Competitive salary, flexible vacation, and pension plans are offered to support your career goals. Join us and transform your potential into success.

Benefits

Competitive salary and annual bonus

4 weeks of flexible vacation starting in the first year

Defined benefit pension plan

Group insurance including telemedicine

Reimbursement of health and wellness expenses

Qualifications

• Experience in customer service, particularly in financial services.
• Strong understanding of investment and financing products.
• Ability to develop strategies tailored to client needs.

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 satisfaction.

Skills

Customer Service

Financial Advisory

Investment Strategy

Relationship Management

Job description

Several opportunities are currently available in the greater Montérégie region.

As an Advisor in Investment and Financing, you will attentively listen to our members and clients to better understand and address their specific situations, with the goal of optimizing their financial health. You will be committed to providing excellent customer service and offering high-quality financial solutions tailored to their needs. Your responsibilities will include :

• Attending to members’ investment and financing needs while ensuring quality service
• Developing strategies and offering investment, financing, and insurance products
• Managing business relationships, assessing member / client satisfaction and service quality, following up, and identifying areas for improvement
• Staying updated 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 providing predictable, stable income throughout retirement
• Group insurance including telemedicine
• Reimbursement of health and wellness expenses and telework equipment

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) offers a unique opportunity to receive training for a career tailored to your skills, goals, and education.

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