Advisor, Investment and Financing
Desjardins
full-time
Posted on:
Location Type: Hybrid
Location: Saint-Hyacinthe • Canada
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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 and assess member/client satisfaction
- Stay up-to-date on financial services and market trends
Requirements
- Investment and financing experience or willingness to learn
- Strong customer service orientation
- Ability to develop strategies for investment, financing, and insurance products
- Familiarity with financial services industry, market trends, and best practices
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 & Tools
investment experiencefinancing experienceinsurance products
Soft Skills
customer service orientationrelationship managementstrategic development