Advisor, Investment and Financing
Desjardins
full-time
Posted on:
Location Type: Office
Location: L'Assomption • Canada
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About the role
- Serve members' investment and financing needs while delivering high-quality service
- Develop strategies and recommend investment, financing, and insurance products
- Manage business relationships, evaluate member/client satisfaction and service quality, follow up and identify opportunities for improvement
- Stay current on the financial services industry, market trends, and best practices in your area
Requirements
- Whether you have prior experience or specific education, if you've always wanted to work in the financial services industry, please submit your application
Benefits
- Competitive salary and annual bonus
- Four weeks of flexible vacation starting in the first year
- Defined benefit pension plan providing predictable, stable retirement income
- Group insurance, including telemedicine
- Reimbursement for 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
high-quality servicebusiness relationship managementclient satisfaction evaluationservice quality improvementstrategic developmentrecommendation of products