Investment & Financing Advisor — Elevate Member Outcomes

Desjardins; Sainte-Claire; On-site; CAD 50,000 - 60,000; Full time

Benefits offered by this job

Competitive salary and annual bonus

4 weeks of flexible vacation

Defined benefit pension plan

Group insurance including telemedicine

Reimbursement of health and wellness expenses

Job summary

A leading financial organization is seeking an Advisor in Investment and Financing to attend to members’ investment needs. The role involves developing strategies for investment products and managing client relationships to ensure quality service. Candidates should have a college diploma, minimum two years of experience, and knowledge of French. This is a full-time entry-level position offering competitive salary, benefits, and a supportive work environment.

Qualifications

• Minimum of two years of relevant experience.
• Knowledge of French is required.
• Valid driver's license and access to a vehicle.

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.

Skills

Customer service

Investment strategies

Financial industry knowledge

Relationship management

Education

College diploma in a related field

Job description

A leading financial organization is seeking an Advisor in Investment and Financing to attend to members’ investment needs. The role involves developing strategies for investment products and managing client relationships to ensure quality service. Candidates should have a college diploma, minimum two years of experience, and knowledge of French. This is a full-time entry-level position offering competitive salary, benefits, and a supportive work environment.