Advisor, Investment and Financing
Desjardins
full-time
Posted on:
Location Type: Hybrid
Location: Saint-Sauveur • 🇨🇦 Canada
Visit company websiteJob Level
Mid-LevelSenior
About the role
- Attend to members’ investment and financing needs while ensuring quality service
- Develop strategies and offer 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 the field
Requirements
- Experience in financial services or a related field
- Excellent customer service skills
- Ability to assess member/client satisfaction and service quality
- Knowledge of investment, financing and insurance products
- Strong strategic thinking and problem-solving abilities
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.
Hard skills
investment productsfinancing productsinsurance products
Soft skills
customer servicestrategic thinkingproblem-solvingrelationship managementclient satisfaction assessment