Advisor, Investment and Financing

Many opportunities are currently available in the greater Montreal area.

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 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*