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Advisor, Investment and Financing

1 month ago

Repentigny, Quebec, Canada Desjardins Group Full time

The position is a full-time, on-site opportunity.

We have many available positions in the Lanaudière area.

As an investment and financing advisor, you will focus on understanding the unique needs of our members and clients to provide tailored financial solutions. Key responsibilities include:

  1. Meeting the investment and financing needs of our members while maintaining high-quality service standards.
  2. Developing strategies and recommending investment, financing, and insurance products.
  3. Fostering business relationships, monitoring member/client satisfaction and service quality, following up, and identifying areas for improvement.
  4. Staying current with industry trends and best practices.

Benefits and Perks:

  • Competitive salary and annual bonus structure.
  • Four weeks of flexible vacation time, starting from the first year.
  • A defined benefit pension plan providing predictable income during retirement.
  • Group insurance covering telemedicine services.
  • Reimbursement for health and wellness expenses and work-from-home equipment.

What We Offer:

Regardless of your experience or background, we welcome applications from those interested in the financial services industry. Our recruiters will help match you with a role that suits your career goals. Additionally, Desjardins offers training through the Desjardins Cooperative Institute (DCI), allowing you to develop skills tailored to your abilities and aspirations.

Diversity, Equity, and Inclusion:

We value diversity, equity, and inclusion at Desjardins. We strive to create a welcoming environment where everyone feels respected, valued, and supported. Our teams reflect the diverse backgrounds and experiences of our members, clients, and communities, and we aim to promote equity and inclusion throughout our recruitment process.

If you require accommodations at any stage of the recruitment process, please let us know, and we will do our best to support you.

Job Category: Member/Client Sales and Service (FG)