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Advisor, Investment and financing

Desjardins Group
Roberval
CAD 45.000 - 75.000
Descrição da oferta de emprego

The work mode arrangement for the position is full-time on site.

Several opportunities are currently available in the Saguenay-Lac-Saint-Jean region.

As an investment and financing advisor, 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 to offer the highest quality financial solutions tailored to their needs. More specifically, you will be required to:

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

What we offer:

  1. Competitive salary and annual bonus.
  2. 4 weeks of flexible vacation starting in the first year.
  3. Defined benefit pension plan that provides predictable, stable income throughout retirement.
  4. Group insurance including telemedicine.
  5. Reimbursement of health and wellness expenses and telework equipment.

* Benefits apply based on eligibility criteria.

What you bring to the table:

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.

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)

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* O salário de referência é obtido com base em objetivos de salário para líderes de mercado de cada segmento de setor. Serve como orientação para ajudar os utilizadores Premium na avaliação de ofertas de emprego e na negociação de salários. O salário de referência não é indicado diretamente pela empresa e pode ser significativamente superior ou inferior.

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