Hybrid Investment and Financing Advisor

Posted 4 months ago

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About the role

  • Financial services professional supporting members’ investment and financing needs with high-quality financial solutions and customer service. Managing relationships to enhance member/client satisfaction in the Laurentides region.

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

Requirements

  • No specific qualifications required
  • Attention to members’ investment and financing needs
  • Ability to manage business relationships
  • Up-to-date knowledge on financial services industry and market 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

Investment and Financing Advisor

Job type

Experience level

Mid levelSenior

Salary

Not specified

Degree requirement

No Education Requirement

Location requirements

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