Advisor, Investment and Financing

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

Job summary

Une entreprise de services financiers dynamique recherche des conseillers en investissement et financement. Dans ce rôle, vous serez au cœur de l'expérience client, en écoutant attentivement les besoins des membres pour leur offrir des solutions financières sur mesure. Vous aurez l'opportunité de développer des stratégies d'investissement et de financement, tout en gérant des relations d'affaires et en assurant la satisfaction des clients. Ce poste offre un environnement inclusif et diversifié, ainsi que des avantages compétitifs, y compris un plan de pension à prestations déterminées et des vacances flexibles. Si vous êtes passionné par le secteur financier, cette opportunité est faite pour vous.

Benefits

Salaire compétitif et prime annuelle

4 semaines de vacances flexibles

Plan de pension à prestations déterminées

Assurance groupe incluant la télémédecine

Remboursement des dépenses de santé et de bien-être

Qualifications

• Compétences en service à la clientèle et en gestion des relations.
• Capacité à développer des stratégies d'investissement et de financement.

Responsibilities

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

Skills

Service à la clientèle

Stratégies d'investissement

Gestion des relations d'affaires

Connaissance des tendances du marché

Education

Formation en services financiers

Diplôme en commerce ou finance

Job description

Several opportunities are currently available in the greater Montérégie region.

As an advisor in 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*

• 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.

Curious about this profession? Click here (only available in French)

At Desjardins, we believe in equity, diversity, and inclusion. We're committed to welcoming, respecting, and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should reflect the diversity of the members, clients, and communities we serve.

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)