Advisor, Investment and Financing

Join to apply for the Advisor, Investment and Financing role at Desjardins4 days ago Be among the first 25 applicantsJoin to apply for the Advisor, Investment and Financing role at DesjardinsGet AI-powered advice on this job and more exclusive features.Several opportunities are currently available in the Laurentides region. RequiredAs a financial services professional, you're attentive to the needs of our members and clients. You look for ways to support their financial well-being in every situation. You provide excellent customer service and high-quality financial solutions tailored to their needs. More specifically, you will be required to:Attend to members’ investment and financing needs while ensuring quality serviceDeveloping strategies and offering investment, financing and insurance productsManage business relationships, assess member/client satisfaction and service quality, follow up and identify areas for improvementStay up-to-date on the financial services industry, market trends and best practices in your field.What we offer*Competitive salary and annual bonus4 weeks of flexible vacation starting in the first yearDefined benefit pension plan that provides predictable, stable income throughout retirementGroup insurance including telemedicineReimbursement of health and wellness expenses and telework equipmentBenefits apply based on eligibility criteria.What You Bring To The TableNo matter what your career path or formal training may be, if you've always wanted to work in the financial sector, now is the time to apply Our recruiters will be in touch to identify the best opportunity for you that meets your career goals. Desjardins has a training institute (DCI) that offers you a unique opportunity to get the training you need to pursue a career that's the perfect fit for your skills, goals and education.Curious about this profession? Click hereAt 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 askJob FamilyMember/client sales and service (FG)Seniority levelSeniority levelEntry levelEmployment typeEmployment typeFull-timeJob functionJob functionFinance and SalesIndustriesBankingReferrals increase your chances of interviewing at Desjardins by 2xSign in to set job alerts for “Investment Advisor” roles.Greater Montreal Metropolitan Area 1 day agoBusiness Development - Financial Security AdvisorSaint-Eustache, Quebec, Canada 1 month agoPointe-Claire, Quebec, Canada 2 weeks agoSaint-Eustache, Quebec, Canada 2 months agoDollard-des-Ormeaux, Quebec, Canada 3 weeks agoVaudreuil-Dorion, Quebec, Canada 2 weeks agoVaudreuil-Dorion, Quebec, Canada 2 weeks agoWe’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr