Advisor in Investment and Financing at Desjardins optimizing financial health through tailored solutions to clients. Committed to excellent customer service and maintaining strong client relationships.
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, and identify areas for improvement
Follow up on client needs and ensure optimal financial solutions
Requirements
Experience or education in the financial services industry
Commitment to providing excellent customer service
Ability to manage business relationships and assess client satisfaction
Stay up-to-date on financial services industry trends
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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