Advisor, Investment and Financing
4 weeks ago
Advisor, 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 idR2500902 Many opportunities are currently available in the Chaudière-Appalaches region. As an advisor, investment and financing, y ou 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.Curious to see your future colleagues in action #LI-Hybrid 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) Desjardins Group is the largest cooperative financial group in North America. We're the choice for over 52,000 employees and were named one of Canada's top employers in 2024 by Mediacorp and Forbes. We offer a full range of financial products and services and share our expertise in personal services, business services, wealth management, life and health insurance, and property and casualty insurance.Pursuing a career at Desjardins means being part of an organization that puts people first.
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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...
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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...
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Advisor, Investment and Financing
4 weeks ago
Lévis, Canada Desjardins Full timeJoin 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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
