Advisor, Investment and financing
Desjardins • L'Isle-Verte, Canada
Role Description
The work mode arrangement for the position is full-time on site.
📣 Several opportunities are currently available in the Bas-St-Laurent region.
As an investment and financing advisor, 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 ...