Investment & Financing Advisor - Hybrid Benefits

Desjardins Group; Quebec; Hybrid; CAD 80,000 - 100,000; Full time

Job summary

A leading financial services organization in Quebec is looking for professionals to provide excellent customer service while addressing members' investment and financing needs. The role includes developing tailored financial solutions and managing business relationships. Candidates should be attentive to client satisfaction and stay updated with industry best practices. This position offers a competitive salary, flexible vacation, and various employee benefits, promoting an inclusive 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

• Strong customer service skills essential for attentively managing member needs.
• Experience in developing financial strategies and products.
• Ability to manage business relationships effectively.

Responsibilities

• Attend to members’ investment and financing needs ensuring quality.
• Develop investment, financing, and insurance products.
• Manage relationships, assess satisfaction, and follow up on service quality.

Skills

Customer service

Investment strategies

Relationship management

Financial solutions

Job description

A leading financial services organization in Quebec is looking for professionals to provide excellent customer service while addressing members' investment and financing needs. The role includes developing tailored financial solutions and managing business relationships. Candidates should be attentive to client satisfaction and stay updated with industry best practices. This position offers a competitive salary, flexible vacation, and various employee benefits, promoting an inclusive work environment.