Hybrid Investment and Financing Advisor

Posted 5 days ago

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About the role

  • 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

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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