Investment and Financing Advisor
Desjardins
full-time
Posted on:
Location Type: Hybrid
Location: Saint-Eustache • 🇨🇦 Canada
Visit company websiteJob Level
Mid-LevelSenior
About the role
- 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
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft skills
attention to detailrelationship managementcustomer servicestrategic developmentclient satisfactionservice quality assessmentproblem-solvingcommunicationfollow-upareas for improvement identification