Advisor in investment and financing supporting members' financial health at Desjardins Group. Focusing on investment strategies, insurance products and improving client satisfaction.
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
Regardless of your experience or education, if you’ve always wanted to work in the financial services industry, send us your application.
Experience in investment and financing is a plus but not mandatory.
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
Conseiller en finances personnelles au sein de Desjardins, offrant des conseils financiers et développant des relations d’affaires durables avec les clients. Réalisant des activités de représentation et suivant les tendances du marché.
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