Investment Advisor in Abitibi-Témiscamingue
Job in
La Sarre, Province de Québec, Canada
Listed on 2026-06-24
Listing for:
Desjardins
Full Time
position Listed on 2026-06-24
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant, Financial Sales, Wealth Management
Job Description & How to Apply Below
In this advisory role, you will engage with members to assess their investment and financing needs effectively. Your commitment to excellent customer service will guide the development of strategies for investment, financing, and insurance products. You will also manage business relationships, ensuring client satisfaction and identifying service improvement areas.
Key Responsibilities:
• Attend to investment and financing needs of members
• Develop and offer tailored financial solutions
• Manage relationships and assess client satisfaction
• Follow up and identify areas for improvement
• Stay informed on market trends and best practices
Requirements:
• Strong action orientation and collaboration skills
• Effective communication abilities
• Customer-focused mindset
• Innovative and savvy in interpersonal relations
• Willingness to learn and adapt in financial services
Bring your financial expertise to Desjardins and help clients achieve their financial goals.
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