Advisor, Investment and Financing

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 provid...