Investment & Financing Advisor - Client Impact (Hybrid)

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

Job summary

A prominent financial services organization in Saint-Eustache seeks a dedicated professional to address members' investment and financing needs. This role involves developing strategies and offering tailored financial solutions while ensuring excellent customer service. The ideal candidate will thrive in a dynamic environment, focusing on quality service and member satisfaction. Attractive benefits include competitive salary, flexible vacation, and a comprehensive pension plan.

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

• Enthusiasm for a career in the financial sector.
• Ability to develop strategies for investment and financing products.
• Strong customer service orientation.

Responsibilities

• Attend to members’ investment and financing needs.
• Develop strategies and offer investment products.
• Manage business relationships and assess service quality.
• Stay updated on financial services industry trends.

Job description

A prominent financial services organization in Saint-Eustache seeks a dedicated professional to address members' investment and financing needs. This role involves developing strategies and offering tailored financial solutions while ensuring excellent customer service. The ideal candidate will thrive in a dynamic environment, focusing on quality service and member satisfaction. Attractive benefits include competitive salary, flexible vacation, and a comprehensive pension plan.