Hybrid Investment & Financing Advisor — Client Growth

Desjardins Group; Chénéville; Hybrid; CAD 80,000 - 100,000; Full time

Job summary

A leading financial services provider in Chénéville, Quebec, is seeking an advisor specialized in investment and financing. The ideal candidate will have a passion for customer service, assisting clients in optimizing their financial health, and providing tailored financial solutions. This role offers a competitive salary, a defined benefit pension plan, and four weeks of flexible vacation crafted for a balanced work-life.

Benefits

Competitive salary

Annual bonus

4 weeks of flexible vacation

Defined benefit pension plan

Group insurance

Health and wellness reimbursement

Qualifications

• Experience in customer service or financial services preferred.
• Strong communication and interpersonal skills.
• Ability to analyze market trends and financial products.

Responsibilities

• Attend to members’ investment and financing needs.
• Develop strategies for investment and insurance products.
• Manage business relationships and assess satisfaction.
• Stay informed about market trends and best practices.

Skills

Customer service

Financial advising

Relationship management

Job description

A leading financial services provider in Chénéville, Quebec, is seeking an advisor specialized in investment and financing. The ideal candidate will have a passion for customer service, assisting clients in optimizing their financial health, and providing tailored financial solutions. This role offers a competitive salary, a defined benefit pension plan, and four weeks of flexible vacation crafted for a balanced work-life.