Advisor, Investment and Financing

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

Job summary

Une entreprise dynamique dans le secteur des services financiers recherche des conseillers passionnés pour aider les membres à optimiser leur santé financière. Dans ce rôle, vous serez au cœur de l'interaction avec les clients, en écoutant attentivement leurs besoins et en leur proposant des solutions financières sur mesure. Vous aurez l'opportunité de travailler dans un environnement inclusif qui valorise la diversité et l'équité. Avec un salaire compétitif, un plan de pension à prestations définies et des congés flexibles, cette position est idéale pour ceux qui cherchent à faire une différence dans la vie des clients tout en développant leur carrière dans un secteur en pleine croissance.

Benefits

Salaire compétitif

Bonus annuel

4 semaines de vacances flexibles

Plan de pension à prestations définies

Assurance groupe

Remboursement des frais de santé et de bien-être

Équipement de télétravail

Qualifications

• Expérience en services financiers est un atout.
• 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.

Skills

Service client

Stratégies d'investissement

Gestion des relations d'affaires

Connaissance des tendances du marché

Education

Formation en services financiers

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)