Advisor, Investment and Financing

Desjardins; Reims; Hybride; EUR 40 000 - 60 000; Plein temps

Résumé du poste

A leading financial services provider in Reims is seeking an Advisor in Investment and Financing. In this role, you will listen to clients' needs, provide tailored financial solutions, and ensure quality service. Responsibilities include managing business relationships and offering financial products. Benefits include a competitive salary, flexible vacation, and pension plans. If you have a desire to excel in the financial industry, we encourage you to apply.

Prestations

Competitive salary

4 weeks of flexible vacation

Defined benefit pension plan

Group insurance including telemedicine

Reimbursement of health and wellness expenses

Qualifications

• Desire to work in the financial services industry.
• Ability to provide excellent customer service.
• Interest in ongoing learning and adapting to market trends.

Responsabilités

• Attend to members’ investment and financing needs.
• Develop strategies and offer investment and insurance products.
• Manage business relationships and assess client satisfaction.

Description du poste

Many opportunities are currently available in the Chaudière-Appalaches region.

As an Advisor in Investment and Financing, you will attentively listen to members and clients to better understand and address their specific situations, with the goal of optimizing their financial health. You will be committed to providing excellent customer service to offer high-quality financial solutions tailored to their needs. Your responsibilities will include:

1. Attending to members’ investment and financing needs while ensuring quality service
2. Developing strategies and offering investment, financing, and insurance products
3. Managing business relationships, assessing member/client satisfaction and service quality, following up, and identifying areas for improvement
4. Staying up-to-date on the financial services industry, market trends, and best practices in your field

What we offer:

• Competitive salary and annual bonus
• 4 weeks of flexible vacation starting in the first year
• Defined benefit pension plan providing predictable, stable income throughout retirement
• Group insurance including telemedicine
• Reimbursement of health and wellness expenses and telework equipment

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 aligned with your skills, goals, and education.

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