Onsite Advisor, Investment and Financing

Posted 2 days ago

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About the role

  • 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

Job title

Advisor, Investment and Financing

Job type

Experience level

Mid levelSenior

Salary

Not specified

Degree requirement

High School Diploma

Location requirements

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