Investment & Financing Advisor — Build Financial Health

Desjardins; Trois-Rivières; On-site; CAD 50,000 - 70,000; Full time

Job summary

A leading financial services organization in Trois-Rivières is seeking an advisor for investment and financing. The ideal candidate will provide excellent customer service and address members' financial needs through tailored solutions. Responsibilities include developing investment strategies, managing business relationships, and staying updated on market trends. The position offers a competitive salary, annual bonus, and flexible vacation, along with various benefits to support employees' financial health and well-being.

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

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.

Skills

Customer service

Investment strategies

Financing solutions

Market trend analysis

Job description

A leading financial services organization in Trois-Rivières is seeking an advisor for investment and financing. The ideal candidate will provide excellent customer service and address members' financial needs through tailored solutions. Responsibilities include developing investment strategies, managing business relationships, and staying updated on market trends. The position offers a competitive salary, annual bonus, and flexible vacation, along with various benefits to support employees' financial health and well-being.