Advisor, Investment and Financing
Desjardins • oka, Canada
Role Description
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...