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Investment and Financing Advisor
Desjardins. Attend to members’ investment and financing needs while ensuring quality service .
About the role
Key responsibilities & impact- 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
What you’ll need- Experience in the financial services industry is preferred
- Excellent customer service skills
Benefits
Comp & perks- 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
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
customer servicerelationship managementclient satisfactionservice qualitystrategic development