Investment & Financing Advisor — Flexible Vacation + Pension

Desjardins Group; Cap-Chat; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading financial services organization in Canada seeks an Advisor for investment and financing. This role emphasizes excellent customer service, developing tailored financial solutions, and managing business relationships. Key responsibilities include addressing members' needs, offering insurance products, and staying updated on market trends. The position offers a competitive salary, annual bonuses, flexible vacations, and a defined benefit pension plan.

Benefits

Competitive salary

Annual bonus

4 weeks of flexible vacation

Defined benefit pension plan

Group insurance including telemedicine

Reimbursement of health and wellness expenses

Qualifications

• Previous experience in customer service within financial services.
• Strong interpersonal skills to communicate with clients.
• 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, assess client satisfaction, and identify areas for improvement.
• Stay up-to-date on industry trends and best practices.

Job description

A leading financial services organization in Canada seeks an Advisor for investment and financing. This role emphasizes excellent customer service, developing tailored financial solutions, and managing business relationships. Key responsibilities include addressing members' needs, offering insurance products, and staying updated on market trends. The position offers a competitive salary, annual bonuses, flexible vacations, and a defined benefit pension plan.