Investment & Financing Advisor - Client Impact (Hybrid)

Desjardins Group; Drummondville; Hybrid; CAD 80,000 - 100,000; Full time

Job summary

A leading financial services provider is seeking professionals dedicated to member/client support in Drummondville, Canada. The role focuses on delivering tailored financial solutions, managing business relationships, and ensuring high-quality service. Ideal candidates are committed to customer service and can develop strategies for financial products. This role offers competitive benefits like a defined pension plan and flexible vacation options.

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

• Customer service skills and attentiveness to member needs.
• Ability to develop and offer financial products.
• Experience in managing business relationships.

Responsibilities

• Assist members with investment and financing needs.
• Develop strategies for financial products.
• Manage client satisfaction and service quality.
• Stay informed on market trends and services.

Job description

A leading financial services provider is seeking professionals dedicated to member/client support in Drummondville, Canada. The role focuses on delivering tailored financial solutions, managing business relationships, and ensuring high-quality service. Ideal candidates are committed to customer service and can develop strategies for financial products. This role offers competitive benefits like a defined pension plan and flexible vacation options.