Conseiller ou conseillère, Placement et financement-FR

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

Job summary

Desjardins is looking for a financial advisor to join their team in Montérégie, where you will play a vital role in optimizing clients' financial health. This position offers tailored training regardless of background, with a strong emphasis on customer service and financial solutions. A competitive salary, bonus potential, and diverse benefits await you as you help members achieve their financial goals.

Benefits

Competitive salary and annual bonus

4 flexible weeks of vacation

Defined benefit pension plan

Group insurance including telemedicine

Reimbursement for health and wellness expenses

Qualifications

• Background or training in finance is valued.
• Willingness to learn and adapt to financial environments.
• Strong communication skills are essential.

Responsibilities

• Provide exceptional customer service by addressing financing and investment needs.
• Develop strategies related to investment, financing, and protection.
• Evaluate member satisfaction and recommend service improvements.

Skills

Customer service

Financial analysis

Investment strategies

Education

Bachelor's degree in Finance or related field

Job description

Several opportunities are currently available in the Montérégie region.

As a financial advisor, your role is crucial in listening carefully to our members and clients to optimize their financial health. You will be responsible for providing exceptional customer service, offering suitable financial solutions with impeccable quality. Specifically, you will be expected to :

• Respond to members' needs regarding financing and investment, while delivering quality service
• Develop strategies and propose offers related to investment, financing, and protection
• Manage business relationships, evaluate satisfaction and service quality, ensure follow-ups, and recommend improvements
• Stay informed about financial news, market trends, and best practices in your field

What we offer :

• Competitive salary and annual bonus
• 4 flexible weeks of vacation from the first year
• Defined benefit pension plan providing predictable and stable retirement income
• Group insurance including telemedicine services
• Reimbursement for health, wellness, and telework equipment expenses
• Benefits are applicable based on eligibility criteria.

How you can contribute :

Regardless of your background or academic training, if you've always wanted to work in finance, send us your application. Our recruiters will contact you to identify the best opportunity aligned with your career aspirations. You will receive tailored training to build a career that matches your skills, ambitions, and education level.

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At Desjardins, we believe in fairness, diversity, and inclusion. We are committed to welcoming everyone, valuing their uniqueness, and providing a positive work environment. Discrimination in any form is zero tolerance for us! We want our teams to reflect the diversity of our members, clients, and communities.

If you need assistance to make the recruitment process or the application process more accessible, please inform us. Accommodations will be provided upon request at any stage of the recruitment process.

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