Hybrid Investment & Financing Advisor — Client Growth

Desjardins Group; Saint-André-Avellin; Hybrid; CAD 60,000 - 80,000; Full time

Job summary

A leading financial services firm in Canada is seeking an investment and financing advisor to optimize the financial health of members and clients. This role involves developing tailored financial solutions, managing client relationships, and maintaining knowledge of industry trends. The ideal candidate should have excellent customer service skills and a passion for the financial services sector. Competitive salary, bonus, and benefits included.

Benefits

Competitive salary and annual bonus

4 weeks of flexible vacation

Defined benefit pension plan

Group insurance including telemedicine

Health and wellness reimbursement

Qualifications

• Strong understanding of investment and financing products.
• Ability to develop strategies for financial solutions.
• Experience in assessing client satisfaction and service quality.

Responsibilities

• Attend to members’ investment and financing needs.
• Manage business relationships and follow up on client satisfaction.
• Stay updated on financial services industry trends.

Skills

Excellent customer service

Investment and financing knowledge

Business relationship management

Analytical skills

Job description

A leading financial services firm in Canada is seeking an investment and financing advisor to optimize the financial health of members and clients. This role involves developing tailored financial solutions, managing client relationships, and maintaining knowledge of industry trends. The ideal candidate should have excellent customer service skills and a passion for the financial services sector. Competitive salary, bonus, and benefits included.