Advisor, investment and financing
Desjardins • la sarre, Canada
Role Description
Several opportunities are currently available in the Abitibi-Témiscamingue region.
Required As an advisor in investment and financing, you will attentively listen to members and clients to understand and address each situation, with the objective of optimizing their financial health. You will be committed to providing excellent customer service and offer the highest quality financial solutions tailored to their needs.
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
What we offer
Competitive salary and annual bonus
4 weeks of flexible vacation starting in the first year
Defi...
Required As an advisor in investment and financing, you will attentively listen to members and clients to understand and address each situation, with the objective of optimizing their financial health. You will be committed to providing excellent customer service and offer the highest quality financial solutions tailored to their needs.
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
What we offer
Competitive salary and annual bonus
4 weeks of flexible vacation starting in the first year
Defi...