Hybrid Investment and Financing Advisor

Posted 3 weeks ago

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About the role

  • Advisor in investment and financing providing tailored financial solutions to clients. Committed to excellent customer service and staying updated on market trends and best practices.

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

  • Advanced proficiency of English and French due to the nature of the duties or work tools or because the position involves interactions with English-speaking partners, members and/or clients.

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

Job title

Investment and Financing Advisor

Job type

Experience level

Mid levelSenior

Salary

Not specified

Degree requirement

No Education Requirement

Location requirements

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