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Investment and Financing Advisor
DesjardinsInvestment and Financing Advisor helping clients optimize their financial health. Developing strategies for investment, financing, and insurance products with a commitment to excellent customer service.
About the role
Key responsibilities & impact- 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
- Identify areas for improvement based on follow-up
Requirements
What you’ll need- Understanding of investment and financing needs
- Commitment to providing excellent customer service
- Ability to manage business relationships
- Staying up-to-date on the financial services industry
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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Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
customer servicebusiness relationship managementstrategic developmentclient satisfaction assessmentareas for improvement identification