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Advisor, Investment and Financing

  • Laval, QC, Canada

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Job details

Posting language
English
Posted

Original job description

Many opportunities are currently available in Laval area.

As an advisor, investment and financing, you will be attentive to what our members and clients are saying to better understand and address each specific situation, with the objective of optimizing their financial health. You will be committed to providing excellent customer service so as to offer the highest quality financial solutions tailored to their needs. More specifically, you will be required to:

  • 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.

What we offer*

  • 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

* Benefits apply based on eligibility criteria.

What you bring to the table

Regardless of your experience or education, if you’ve always wanted to work in the financial services industry, send us your application. Our recruiters will contact you to find the job best suited to your career goals. The Desjardins Cooperative Institute (DCI) - provides a unique opportunity to receive training for a career suited to your skills, goals and education.

At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should reflect the diversity of the members, clients and communities we serve.

If there's something we can do to help make the recruitment process or the job you're applying for more accessible, let us know. We can provide accommodations at any stage in the recruitment process. Just ask!

Job Family

Member/client sales and service (FG)
More about this job

Responsibilities

The advisor will listen to members and clients, then recommend investment, financing and insurance solutions that fit their situation. The role also covers following up on satisfaction, improving service quality and staying current on financial markets.

Requirements

Candidates need a strong interest in financial services and a commitment to excellent customer service. The posting welcomes applicants regardless of experience or education, with training offered through the Desjardins Cooperative Institute.

Skills

  • Investment products
  • Financing solutions
  • Insurance products
  • Financial planning
  • Customer service
  • Needs assessment
  • Sales
  • Market trend analysis
  • Service quality follow-up

Benefits

  • Flexible vacation (4 weeks, starting first year)
  • Defined benefit pension plan
  • Group insurance including telemedicine
  • Reimbursement of health, wellness and telework equipment

Categories

  • Finance & Accounting
  • Customer Service & Support
  • Sales

Keywords

  • financial advisor
  • investment advisor
  • financing advisor
  • insurance products
  • wealth management
  • customer service
  • financial planning
  • member service
  • Desjardins
  • Laval
  • financial services
  • credit
  • investment products
  • financial health

Seniority

Entry level

Perks

  • Generous paid time off
  • Flexible hours
  • Retirement plan
  • Wellness program

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