At a Glance
- Tasks: Help clients optimize their financial health with tailored investment and financing solutions.
- Company: Join Desjardins, a leader in equity, diversity, and inclusion.
- Benefits: Enjoy competitive salary, flexible vacation, and comprehensive health benefits.
- Other info: Receive unique training opportunities and thrive in a supportive environment.
- Why this job: Make a real difference in people's financial lives while growing your career.
- Qualifications: Strong communication skills and a passion for customer service.
The predicted salary is between 62100 - 75900 $ per year.
Several opportunities are currently available in the Mauricie region.
Required
As an advisor, investment and financing, 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 your field.
What we offer*
- 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 including telemedicine
- Reimbursement of health and wellness expenses and telework equipment
- Benefits apply based on eligibility criteria.
What You Bring To The Table
The Desjardins Cooperative Institute (DCI)—provides a unique opportunity to receive training for a career suited to your skills, goals and education.
Equity, Diversity, Inclusion and Accessibility
At Desjardins, we believe in equity, diversity and inclusion.
We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all.
At Desjardins, we have zero tolerance for discrimination of any kind.
We believe our teams should reflect the diversity of the members, clients and communities we serve.
If there's something we can do to help make the recruitment process or the job you're applying for more accessible, let us know.
We can provide accommodations at any stage in the recruitment process.
Just ask!
- Job Family
- Member/client sales and service (FG)
Advisor, Investment and Financing in Berthierville employer: Desjardins
Desjardins is an exceptional employer that fosters a collaborative and inclusive work culture, making it an ideal place for professionals looking to thrive in the legal field. With a strong emphasis on employee development and innovation, you will have the opportunity to lead a dedicated team while contributing to meaningful outcomes for clients and members. Located in a vibrant community, Desjardins offers competitive benefits and a commitment to diversity, ensuring that every employee feels valued and empowered.
