On-Site Investment Advisor

Elevate your financial advisory career with Desjardins as an on-site Investment and Financing Advisor in the Lanaudière area. Deliver top-tier customer service while addressing investment and financing needs for our members.

As an Investment and Financing Advisor, you'll focus on ensuring our clients achieve optimal financial health.

Your role includes developing tailored strategies for investment and financing, while managing client relationships and assessing service quality. Staying informed about industry trends will be crucial for offering the best solutions.

Key Responsibilities:

• Attend to investment and financing requirements of members

• Develop customized strategies with financial products

• Manage business relationships and assess satisfaction

• Stay updated on market trends in the industry

• Follow up to identify areas for service improvement

Requirements:

• Experience in financial services or advisory roles

• Strong focus on customer service and client relations

• Ability to analyze and respond to client needs

• Dedication to ongoing professional development

• Full-time availability for on-site work

Maximize your impact by delivering personalized financial solutions at Desjardins.
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