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 provides predictable, stable income throughout retirement.

Group insurance includin...