Investment & Financing Advisor – Flexible Vacation & Remote Ready

Desjardins Group; Remote; CAD 80,000 - 100,000; Full time

Job summary

A financial services leader seeks an enthusiastic advisor in investment and financing, committed to understanding clients' needs and providing excellent service. The role includes managing client relationships, developing financial strategies, and staying informed on industry trends. Opportunities for professional growth and training are available, along with competitive benefits, including vacation and pension plans. Join a diverse and inclusive workplace that values all applicants.

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

• No specific professional experience required to apply.
• Interest in working in the financial services industry.

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.
• Stay up-to-date on the financial services industry and market trends.

Job description

A financial services leader seeks an enthusiastic advisor in investment and financing, committed to understanding clients' needs and providing excellent service. The role includes managing client relationships, developing financial strategies, and staying informed on industry trends. Opportunities for professional growth and training are available, along with competitive benefits, including vacation and pension plans. Join a diverse and inclusive workplace that values all applicants.