Advisor, Investment and Financing

Location: Région d'Oka (Oka)

Advisor, Investment and Financing – Desjardins

Location:

Laurentides region, Quebec.

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

Seniority Level
Entry level

Employment Type

Full-time

Job Function
Finance and Sales

Industries
Banking

Responsibilities

Attend to members’ investment and financing needs while ensuring quality service.

Develop strategies and offer 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.

Benefits

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
No 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 is the perfect fit for your skills, goals and education.

Equity, Diversity and Inclusion
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. We have zero tolerance for discrimination of any kind. 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!

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