Advisor, Investment and Financing

Desjardins Group; United States; Remote; USD 45,000 - 75,000; Full time

Job summary

An established industry player is seeking a dedicated advisor in investment and financing to enhance members' financial health. In this role, you will provide top-notch customer service and tailored financial solutions, ensuring that each member's unique needs are met. You will develop investment and financing strategies, manage relationships, and stay informed on market trends. This position offers a competitive salary, an annual bonus, and a range of benefits including flexible vacation and a pension plan. If you are passionate about the financial services industry and eager to grow your career, this opportunity is perfect for you.

Benefits

Competitive salary

Annual bonus

4 weeks of flexible vacation

Defined benefit pension plan

Group insurance including telemedicine

Reimbursement of health and wellness expenses

Telework equipment reimbursement

Qualifications

• Commitment to excellent customer service and financial solutions.
• Ability to develop strategies for investment and financing products.

Responsibilities

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

Skills

Customer Service

Investment Strategies

Financial Solutions

Relationship Management

Education

Training in Financial Services

Job description

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

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 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.

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Job Family

Member/client sales and service (FG).