Investment & Financing Advisor — Growth, Benefits, Stability

Desjardins; East Angus; On-site; CAD 60,000 - 90,000; Full time

Benefits offered by this job

Annual bonus

4 weeks vacation

Pension plan (defined benefit)

Group insurance including telemedicine

Health and wellness expense reimburse.

Telework equipment provided

Job summary

Desjardins in Estrie, Canada is seeking an on-site, full-time advisor, investment and financing. You will attend to members’ investment and financing needs, develop strategies and offer financial products, and manage client relationships to enhance satisfaction and service quality.

You will stay informed about the financial services industry, market trends and best practices to provide tailored solutions and superior customer service.

Responsibilities

• Attend to members’ investment and financing needs while ensuring quality service
• Developing strategies and offering investment, financing and insurance products
• Manage business relationships, assess member/client satisfaction and service quality, follow up and identify areas for improvement
• Stay up-to-date on the financial services industry, market trends and best practices in your field

Job description

Desjardins in Estrie, Canada is seeking an on-site, full-time advisor, investment and financing. You will attend to members’ investment and financing needs, develop strategies and offer financial products, and manage client relationships to enhance satisfaction and service quality.

You will stay informed about the financial services industry, market trends and best practices to provide tailored solutions and superior customer service.