Investment and Financing Advisor optimizing financial health for members and clients at Desjardins Group. Providing tailored financial solutions and maintaining client relationships in a hybrid work environment.
Responsibilities
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
Requirements
Always wanted to work in the financial services industry
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
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