Hybrid Investment & Financing Advisor — Client Growth

Desjardins Group; Gracefield; Hybrid; CAD 60,000 - 80,000; Full time

Job summary

A leading financial services provider in Canada is seeking an advisor for investments and financing. The role requires excellent customer service skills and the ability to develop tailored financial solutions for clients. Successful candidates will engage deeply with members to assess their needs and stay informed on industry trends. This position provides a competitive salary, annual bonuses, and benefits such as flexible vacation and a pension plan.

Benefits

Competitive salary

Annual bonus

Flexible vacation

Defined benefit pension plan

Group insurance

Qualifications

• Ability to understand clients' financial needs and tailor solutions.
• Experience in customer service or financial advising is a plus.
• Openness to training and development in the financial sector.

Responsibilities

• Provide advice on investment and financing tailored to clients.
• Develop and manage relationships with clients.
• Stay informed on market trends and financial services.

Skills

Customer service

Investment strategies

Financing solutions

Direct communication

Job description

A leading financial services provider in Canada is seeking an advisor for investments and financing. The role requires excellent customer service skills and the ability to develop tailored financial solutions for clients. Successful candidates will engage deeply with members to assess their needs and stay informed on industry trends. This position provides a competitive salary, annual bonuses, and benefits such as flexible vacation and a pension plan.