Advisor, Investment and financing
Desjardins • bas st laurent est (sainte luce), Canada
Role Description
Full‑time on‑site role in the Bas‑St‑Laurent region.
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, and follow up to identify areas for improvement.
Stay up‑to‑date on the financial services industry, market trends and best practices.
Benefits
Competitive salary and annual bonus.
Four weeks of flexible vacation starting in the first year.
Defined benefit pension plan for predictable retirement income.
Group insurance including telemedicine.
Reimbursement of health and wellness expenses and telework equipment.
Benefits apply based on eligibility criteria.
Qualifications & Training Experience and education are not required; candidates interested in a career in fin...
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, and follow up to identify areas for improvement.
Stay up‑to‑date on the financial services industry, market trends and best practices.
Benefits
Competitive salary and annual bonus.
Four weeks of flexible vacation starting in the first year.
Defined benefit pension plan for predictable retirement income.
Group insurance including telemedicine.
Reimbursement of health and wellness expenses and telework equipment.
Benefits apply based on eligibility criteria.
Qualifications & Training Experience and education are not required; candidates interested in a career in fin...