Advisor, Investment and Financing

Original job posting

The advisor will manage member investment and financing needs by developing tailored financial strategies and offering insurance products. They are responsible for maintaining business relationships and staying current with financial industry trends to optimize client financial health.

Job details

Many opportunities are currently available in Laval area. 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)

What you’ll do

The advisor will manage member investment and financing needs by developing tailored financial strategies and offering insurance products. They are responsible for maintaining business relationships and staying current with financial industry trends to optimize client financial health.

Requirements

The position is open to candidates regardless of their prior experience or education level. Applicants who wish to enter the financial services industry can receive training through the Desjardins Cooperative Institute.

Benefits

• Competitive Salary
• Annual Bonus
• Flexible Vacation
• Defined Benefit Pension Plan
• Group Insurance
• Telemedicine
• Health And Wellness Expenses Reimbursement
• Telework Equipment Reimbursement

Listed skills

• Customer service · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Investment Planning
• Financial Financing
• Customer Service
• Relationship Management
• Insurance Products
• Financial Analysis
• Strategic Planning
• Market Trend Analysis

Job areas

• Finance & Accounting
• Sales
• Customer Service & Support
• Consulting