Desjardins

Investment and Financing Advisor

Desjardins

full-time

Posted on:

Location Type: Hybrid

Location: Napierville • 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

  • Regardless of your experience or education, if you’ve always wanted to work in the financial services industry, send us your application.
  • Experience in investment and financing is a plus but not mandatory.
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 productsfinancing productsinsurance products
Soft Skills
customer servicerelationship managementsatisfaction assessmentservice quality improvement