Hybrid Investment & Financing Advisor — Client Growth

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

Job summary

A leading financial services organization in Canada is seeking an Advisor in Investment and Financing to provide exceptional customer service and optimize client financial health. This role involves developing investment strategies, managing client relationships, and staying informed on market trends. The position offers a competitive salary, flexible vacation, and various benefits, promoting an inclusive workplace.

Benefits

Competitive salary and annual bonus

4 weeks of flexible vacation

Defined benefit pension plan

Group insurance including telemedicine

Reimbursement for health and wellness expenses

Qualifications

• Ability to provide excellent customer service and tailor financial solutions to client needs.
• Interest in the financial services industry is essential.

Responsibilities

• Attend to members’ investment and financing needs while ensuring quality service.
• Develop strategies and offer investment, financing, and insurance products.
• Manage business relationships and assess member/client satisfaction.

Job description

A leading financial services organization in Canada is seeking an Advisor in Investment and Financing to provide exceptional customer service and optimize client financial health. This role involves developing investment strategies, managing client relationships, and staying informed on market trends. The position offers a competitive salary, flexible vacation, and various benefits, promoting an inclusive workplace.