Investment & Financing Advisor - Client Impact (Hybrid)

Desjardins Group; Sainte-Thérèse; Hybrid; CAD 50,000 - 70,000; Full time

Job summary

A leading financial institution in Laurentides is looking for a financial services professional to provide excellent customer service and tailored financial solutions. You will address investment and financing needs, develop strategies, and manage client relationships. Ideal candidates should have a strong desire to work in the financial sector and excellent interpersonal skills. This role offers a competitive salary and a range of benefits, including a pension plan and flexible vacation.

Benefits

Competitive salary

4 weeks of flexible vacation

Defined benefit pension plan

Group insurance including telemedicine

Reimbursement of health and wellness expenses

Qualifications

• Attentive to the needs of members and clients.
• Excellent customer service skills.
• Ability to develop investment and financing strategies.

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.

Job description

A leading financial institution in Laurentides is looking for a financial services professional to provide excellent customer service and tailored financial solutions. You will address investment and financing needs, develop strategies, and manage client relationships. Ideal candidates should have a strong desire to work in the financial sector and excellent interpersonal skills. This role offers a competitive salary and a range of benefits, including a pension plan and flexible vacation.