Advisor, Investment and Financing
4 weeks ago
Join Desjardins as an Advisor, Investment and Financing. As an advisor, you will be attentive to members and clients to better understand and address their specific situations, optimizing their financial health. You will provide excellent customer service, offering tailored financial solutions.The role requires:Attending to members’ investment and financing needs while ensuring quality serviceDeveloping strategies and offering investment, financing, and insurance productsManaging business relationships, assessing member/client satisfaction, and identifying areas for improvementStaying up-to-date on the financial services industry, market trends, and best practicesWhat we offer:Competitive salary and annual bonus4 weeks of flexible vacation starting in the first yearDefined benefit pension planGroup insurance, including telemedicineReimbursement of health and wellness expenses and telework equipmentWhat You Bring To The Table: Regardless of experience or education, if you’ve always wanted to work in the financial services industry, send us your application.At Desjardins, we believe in equity, diversity, and inclusion. We're committed to welcoming and valuing people for who they are as individuals. We have zero tolerance for discrimination and believe our teams should reflect the diversity of the members and communities we serve.We can provide accommodations at any stage in the recruitment process. Just askJob Details:Seniority level: Entry levelEmployment type: Full-timeJob function: Finance and SalesIndustry: Banking #J-18808-Ljbffr
-
Advisor, Investment and Financing
4 weeks ago
Lévis, Canada Desjardins Group Full timeAdvisor, Investment and Financing page is loaded **Advisor, Investment and Financing****Advisor, Investment and Financing**remote typeThe work arrangement for the position is hybrid work locationsCaisse Desjardins de La Nouvelle-Beauce159, boulevard Bégin Sainte-ClaireSaint-AnselmeLévis time typeFull time posted onPosted Today job requisition...
-
Advisor, Investment and Financing
4 weeks ago
Lévis, Canada Desjardins Group Full timeAdvisor, Investment and Financing page is loaded **Advisor, Investment and Financing****Advisor, Investment and Financing**remote typeThe work arrangement for the position is hybrid work locationsCaisse Desjardins de La Nouvelle-Beauce159, boulevard Bégin Sainte-ClaireSaint-AnselmeLévis time typeFull time posted onPosted Today job requisition...
-
Advisor, Investment and Financing
4 weeks ago
Lévis, Canada Desjardins Group Full timeAdvisor, Investment and Financing page is loaded **Advisor, Investment and Financing****Advisor, Investment and Financing**remote typeThe work arrangement for the position is hybrid work locationsCaisse Desjardins de La Nouvelle-Beauce159, boulevard Bégin Sainte-ClaireSaint-AnselmeLévis time typeFull time posted onPosted Today job requisition...
-
Advisor, Investment and Financing
3 days ago
Lévis, Quebec, Canada Desjardins Full timeli {margin-bottom: -6px; }Many opportunities are currently available in the Chaudière-Appalaches region. 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...
-
Investment & Financing Advisor — Hybrid Role
4 weeks ago
Lévis, Canada Desjardins Group Full timeA leading cooperative financial group in Lévis seeks an Advisor in Investment and Financing. You will optimize financial health for members through personalized service. Responsibilities include developing financial strategies and maintaining client relationships. Ideal candidates should have strong customer service skills and a background in financial...
-
Investment & Financing Advisor — Hybrid Role
4 weeks ago
Lévis, Canada Desjardins Group Full timeA leading cooperative financial group in Lévis seeks an Advisor in Investment and Financing. You will optimize financial health for members through personalized service. Responsibilities include developing financial strategies and maintaining client relationships. Ideal candidates should have strong customer service skills and a background in financial...
-
Investment & Financing Advisor — Hybrid Role
4 weeks ago
Lévis, Canada Desjardins Group Full timeA leading cooperative financial group in Lévis seeks an Advisor in Investment and Financing. You will optimize financial health for members through personalized service. Responsibilities include developing financial strategies and maintaining client relationships. Ideal candidates should have strong customer service skills and a background in financial...
-
Personal Finance Advisor
4 weeks ago
Lévis, Canada Desjardins Full timePersonal Finance Advisor – Desjardins Join to apply for the Personal Finance Advisor role at Desjardins. As a personal finance advisor, you’ll be responsible for developing and maintaining lasting, trusting business relationships with members and clients, ensuring they’re satisfied. Your role is to listen to members’ and clients’ needs, offer...
-
Personal Finance Advisor
4 weeks ago
Lévis, Canada Desjardins Full timePersonal Finance Advisor – Desjardins Join to apply for the Personal Finance Advisor role at Desjardins. As a personal finance advisor, you’ll be responsible for developing and maintaining lasting, trusting business relationships with members and clients, ensuring they’re satisfied. Your role is to listen to members’ and clients’ needs, offer...
-
Personal Finance Advisor
1 week ago
Lévis, Canada Desjardins Full timeAs a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role is to listen to members’ and clients’ needs, offer them advice that fits their financial situation and help them choose appropriate solutions to meet their...
