Investment & Financing Advisor — Build Financial Health

Desjardins; Saint-Tite; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading financial services organization based in Quebec seeks an investment and financing advisor. In this role, you will provide exceptional customer service and develop financial strategies tailored to individual client needs. The position offers a competitive salary, annual bonuses, a defined benefit pension plan, and four weeks of flexible vacation starting from the first year. Join a diverse team committed to equity and inclusion, and support clients in optimizing their financial health.

Benefits

Competitive salary

Annual bonus

4 weeks of flexible vacation

Defined benefit pension plan

Group insurance

Health and wellness reimbursement

Qualifications

• Ability to offer tailored financial solutions for clients.
• Commitment to excellence in customer service.
• Capacity to develop strategies for investment and financing.

Responsibilities

• Attend to members' investment and financing needs.
• Manage business relationships and assess client satisfaction.
• Stay up-to-date on best practices in financial services.

Skills

Customer service

Financial product knowledge

Relationship management

Market trend awareness

Job description

A leading financial services organization based in Quebec seeks an investment and financing advisor. In this role, you will provide exceptional customer service and develop financial strategies tailored to individual client needs. The position offers a competitive salary, annual bonuses, a defined benefit pension plan, and four weeks of flexible vacation starting from the first year. Join a diverse team committed to equity and inclusion, and support clients in optimizing their financial health.