Desjardins

Advisor, Investment and Financing

Desjardins

full-time

Posted on:

Location Type: Hybrid

Location: New Liskeard • Canada

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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
  • Stay up-to-date on the financial services industry, market trends and best practices in your field

Requirements

  • Advanced proficiency of English and French due to the nature of the duties or work tools
  • Interactions with English-speaking partners, members and/or clients
Benefits
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Soft Skills
quality servicebusiness relationship managementclient satisfaction assessmentservice quality improvementstrategic development