Investment and Financing Advisor

Desjardins

Investment and financing advisor assisting members with investment strategies and products. Focused on providing quality service to enhance client satisfaction and financial wellbeing.

Posted 5/28/2026full-timeRivière-du-Loup • 🇨🇦 CanadaMid-LevelSeniorWebsite

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 a plus
Willingness to learn and grow in the financial sector

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

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Applicant Tracking System Keywords

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Soft Skills

customer servicerelationship managementstrategic developmentsatisfaction assessmentservice quality improvementmarket trend analysisbest practices knowledgewillingness to learngrowth mindset