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Financial Advisor

3 months ago

SeptÎles Quebec, Sept-Rivières - Caniapiscau, Canada Desjardins Group Full time

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.

Main position in the caisse network:

  • Wealth Management Advisor: Meet the needs of members by developing strategies and offering investment, financing, and insurance products.

More key positions and brief descriptions of opportunities:

  • Advisory Agent, Member and Client Experience: Support members and clients by telling them about existing applications and technological tools that can help them do transactions and operations on their own.

  • Financial Services Agent: Work in collaboration with personal finance advisors and improve the service offered to members (administrative/sales/service).

  • Personal Financial Advisor: Attend to members’ investment and financing needs while ensuring quality service.

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.

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.

Job Family: Member/client sales and service (FG)

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