Investment and financing advisor serving Desjardins members with tailored financial solutions. Managing relationships and offering investment, financing, and insurance products.
About the role
- Investment and financing advisor serving Desjardins members with tailored investment, financing, and insurance solutions. Supporting financial health through relationship management and quality service.
Responsibilities
- Attend to members’ investment and financing needs while ensuring quality service
- Develop strategies and offer 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
Requirements
- Willingness to work in the financial services industry
- No specific experience or education required; applicants of any experience or education level are encouraged to apply
- Ability to complete training through The Desjardins Cooperative Institute (DCI)
Benefits
- 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
- Training through The Desjardins Cooperative Institute (DCI)
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
No Education Requirement
Location requirements
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