Onsite Investment and Financing Advisor

Posted last week

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About the role

  • Advisor handling investment and financing needs while providing tailored financial solutions at Desjardins Group. Focusing on optimizing financial health for members and clients.

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

  • No specific experience or education required, but a desire to work in the financial services industry is appreciated.
  • Willingness to learn and adapt in the field.

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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