Investment and Financing Advisor
Desjardins
full-time
Posted on:
Location Type: Hybrid
Location: Vaudreuil-Dorion • 🇨🇦 Canada
Visit company websiteJob Level
Mid-LevelSenior
About the role
- Respond to members' investment and financing needs
- Develop strategies and offer financial products
- Manage business relationships and assess member satisfaction
- Stay up to date on practices in the financial services sector
Requirements
- Experience in financial services preferred; no specific experience level required
- Member- and client-focused attitude toward satisfaction
- Willingness to learn about financial market trends
Benefits
- Competitive salary and annual bonus
- 4 weeks of flexible vacation starting from the first year
- Defined benefit pension plan providing predictable, stable retirement income
- Group insurance including telemedicine
- Reimbursement for health and wellness expenses and for remote-work equipment
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft skills
member-focusedclient-focusedrelationship managementsatisfaction assessmentstrategic developmentfinancial product offeringwillingness to learn