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Advisor, Investment and Financing

Desjardins
Posted 8 months ago, valid for 8 days
Salary

Competitive

Contract type

Full Time

Retirement Plan

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Sonic Summary

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  • Several opportunities are available in the Côte-Nord region for the role of advisor in investment and financing.
  • The position requires a commitment to excellent customer service and optimizing clients' financial health.
  • Candidates should have at least some experience in the financial services industry, although specific years of experience are not mentioned.
  • The job offers a competitive salary, annual bonus, and benefits including a defined benefit pension plan and flexible vacation.
  • Desjardins emphasizes equity, diversity, and inclusion, welcoming applicants from all backgrounds.

Several opportunities are currently available in the Côte-Nord region.

As an advisor, investment and financing, you will be attentive to what our members and clients are saying to better understand and address each specific situation, with the objective of optimizing their financial health. You will be committed to providing excellent customer service so as to offer the highest quality financial solutions tailored to their needs. More specifically, you will be required to:

  • 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

What we offer*

  • 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

* Benefits apply based on eligibility criteria.

What you bring to the table

Regardless of your experience or education, if you’ve always wanted to work in the financial services industry, send us your application. Our recruiters will contact you to find the job best suited to your career goals. The Desjardins Cooperative Institute (DCI)—provides a unique opportunity to receive training for a career suited to your skills, goals and education.

At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should reflect the diversity of the members, clients and communities we serve.

If there's something we can do to help make the recruitment process or the job you're applying for more accessible, let us know. We can provide accommodations at any stage in the recruitment process. Just ask!

Job Family

Member/client sales and service (FG)



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By applying, a Desjardins account will be created for you. Desjardins's Privacy Policy and Terms & Conditions will apply.

SonicJobs' Terms & Conditions and Privacy Policy also apply.