Investment & Financing Advisor - Client Impact (Hybrid)

Desjardins Group; Val-des-Monts; On-site; CAD 80,000 - 100,000; Full time

Job summary

A leading financial services provider in Val-des-Monts is seeking dedicated professionals to provide tailored investment and financing solutions. You will manage client interactions and develop strategies to enhance member satisfaction. The ideal candidates have strong customer service skills and a passion for financial solutions. This role offers competitive benefits and a hybrid work environment.

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

• Excellent customer service skills.
• Strong abilities in developing financial strategies.
• Knowledge of investment and financing products.

Responsibilities

• Attend to members’ investment and financing needs while ensuring quality service.
• Develop strategies and offer investment, financing, and insurance products.
• Manage business relationships, assess member/client satisfaction.
• Stay informed about financial services industry trends.

Skills

Customer service skills

Financial product knowledge

Relationship management

Job description

A leading financial services provider in Val-des-Monts is seeking dedicated professionals to provide tailored investment and financing solutions. You will manage client interactions and develop strategies to enhance member satisfaction. The ideal candidates have strong customer service skills and a passion for financial solutions. This role offers competitive benefits and a hybrid work environment.