Investment & Financing Advisor - Client Impact (Hybrid)

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

Job summary

A leading financial services provider is seeking professionals to support clients' financial well-being in Blainville, Quebec. The role includes managing member investment needs, offering tailored financial solutions, and ensuring high-quality service. Candidates should be motivated to excel in customer service and financial products, with a strong focus on continuous learning and diversity. Competitive salary and benefits provided.

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 for investment, financing, and insurance products.
• Manage business relationships and assess member/client satisfaction.
• Stay updated on financial services industry trends.

Job description

A leading financial services provider is seeking professionals to support clients' financial well-being in Blainville, Quebec. The role includes managing member investment needs, offering tailored financial solutions, and ensuring high-quality service. Candidates should be motivated to excel in customer service and financial products, with a strong focus on continuous learning and diversity. Competitive salary and benefits provided.