Advisor, Investment and Financing

Desjardins Group; Sainte-Julie; On-site; CAD 50,000 - 90,000; Full time

Job summary

Une entreprise dynamique offre plusieurs opportunités dans la région de Montérégie. En tant qu'advisor en investissement et financement, vous jouerez un rôle clé en optimisant la santé financière de nos membres. Vous serez responsable d'écouter attentivement les besoins des clients, de développer des stratégies financières adaptées et de gérer des relations d'affaires. Avec un engagement envers un service à la clientèle exceptionnel, vous aurez la chance de travailler dans un environnement qui valorise la formation et le développement professionnel. Rejoignez-nous pour faire une différence dans la vie financière de nos membres et clients.

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

• Aptitude à répondre aux besoins d'investissement et de financement des membres.
• Capacité à développer des stratégies et à offrir des produits financiers.

Responsibilities

• Assurer un service de qualité aux membres en matière d'investissement.
• Gérer les relations d'affaires et évaluer la satisfaction des clients.

Skills

Service à la clientèle

Stratégies d'investissement

Gestion des relations d'affaires

Connaissance du secteur financier

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 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)