Investment Advisor optimizing clients' financial health, offering tailored investment, financing, and insurance solutions. Working within the Desjardins Group in a hybrid setup in Canada.
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, follow up and identify areas for improvement
Stay up-to-date on the financial services industry and market trends
Requirements
Experience in the financial services industry
Commitment to providing excellent customer service
Ability to develop strategies and offer investment, financing and insurance products
Skills in managing business relationships and assessing client satisfaction
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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