Advisor, Investment and financing

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

Job summary

Une entreprise de services financiers dynamique recherche un conseiller en investissement et financement. Dans ce rôle, vous serez le point de contact pour les membres, en vous engageant à comprendre leurs besoins financiers et à leur fournir des solutions sur mesure. Vous aurez l'opportunité de développer des stratégies innovantes tout en offrant un service client exceptionnel. Avec un environnement de travail collaboratif et des opportunités de formation, cette position est idéale pour ceux qui souhaitent faire progresser leur carrière dans le secteur financier. Rejoignez une équipe qui valorise votre contribution et vous aide à atteindre vos objectifs professionnels.

Benefits

Salaire compétitif et prime annuelle

4 semaines de vacances flexibles

Régime de retraite à prestations déterminées

Assurance groupe incluant la télémédecine

Remboursement des frais de santé et de bien-être

Qualifications

• Expérience dans le secteur des services financiers est un atout.
• Capacité à développer des solutions financières adaptées aux besoins des clients.

Responsibilities

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

Skills

Service à la clientèle

Analyse financière

Développement de stratégies

Job description

The work mode arrangement for the position is full-time on site.

Several opportunities are currently available in the Saguenay-Lac-Saint-Jean region.

As an investment and financing advisor, 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 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:

1. Competitive salary and annual bonus.
2. 4 weeks of flexible vacation starting in the first year.
3. Defined benefit pension plan that provides predictable, stable income throughout retirement.
4. Group insurance including telemedicine.
5. 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)