Hybrid Investment & Financing Advisor — Client Growth

Desjardins Group; Papineauville; Hybrid; CAD 55,000 - 75,000; Full time

Job summary

A leading financial services organization located in the Outaouais area is seeking a dedicated advisor for investment and financing. The ideal candidate will be attentive to client needs and committed to providing optimal financial solutions. Responsibilities include developing investment strategies and managing client relationships. This role offers a competitive salary, flexible vacation, and a defined benefit pension plan among other benefits.

Benefits

Competitive salary and annual bonus

4 weeks of flexible vacation

Defined benefit pension plan

Group insurance including telemedicine

Reimbursement of health and wellness expenses

Qualifications

• Commitment to providing excellent customer service.
• Ability to develop strategies for financial products.
• Skills in managing business relationships and assessing satisfaction.

Responsibilities

• Attend to members’ investment and financing needs.
• Develop and offer investment, financing, and insurance products.
• Manage relationships and identify areas for improvement.
• Stay up-to-date on industry trends and best practices.

Job description

A leading financial services organization located in the Outaouais area is seeking a dedicated advisor for investment and financing. The ideal candidate will be attentive to client needs and committed to providing optimal financial solutions. Responsibilities include developing investment strategies and managing client relationships. This role offers a competitive salary, flexible vacation, and a defined benefit pension plan among other benefits.