Finance jobs in Canada
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Customer Experience Associate - Future Opportunities
TD
Préposé(e) à la production de piluliers (CPO)
Groupe Bergeron Dupuis et Associés, GBDA
Advisor, Investment and Financing
Job summary
A financial services leader based in La Prairie, Canada, is seeking a dedicated advisor for investment and financing solutions. The role involves attending to member needs, managing relationships, and ensuring service quality. Candidates should demonstrate a commitment to excellent customer service and a willingness to learn. The position offers competitive salary, flexible vacation, and a defined benefit pension plan, reflecting a commitment to employee well-being and diversity.
Benefits
Qualifications
- Experience in financial services is a plus.
- Ability to provide excellent customer service.
- Strong understanding of investment and financing products.
Responsibilities
- Attend to members’ investment and financing needs.
- Develop strategies for financial products.
- Manage business relationships and assess satisfaction.
Many opportunities are currently available in the Gaspésie-Îles-de-la-Madeleine area.
As an advisor, investment and financing, you will be attentive to what our members and clients are saying to better understand and address each specific situation, with the objective of optimizing their financial health. You will be committed to providing excellent customer service so as to offer the highest quality financial solutions tailored to their needs. More specifically, you will be required to:
- 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.
- Competitive salary and annual bonus
- 4 weeks of flexible vacation starting in the first year
- Defined benefit pension plan that provides predictable, stable income throughout retirement
- Group insurance including telemedicine
- Reimbursement of health and wellness expenses and telework equipment
* Benefits apply based on eligibility criteria.
Regardless of your experience or education, if you’ve always wanted to work in the financial services industry, send us your application. Our recruiters will contact you to find the job best suited to your career goals. The Desjardins Cooperative Institute (DCI)—provides a unique opportunity to receive training for a career suited to your skills, goals and education.
At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should reflect the diversity of the members, clients and communities we serve.
If there's something we can do to help make the recruitment process or the job you're applying for more accessible, let us know. We can provide accommodations at any stage in the recruitment process. Just ask!
Job Family Member/client sales and service (FG)
* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.