At a Glance
- Tasks: Help clients optimize their financial health with tailored investment and financing solutions.
- Company: Join a leading financial services provider in the Chaudière-Appalaches region.
- Benefits: Enjoy competitive salary, flexible vacation, pension plan, and wellness reimbursements.
- Other info: Dynamic role with opportunities for professional growth and development.
- Why this job: Make a real difference in people's financial lives while growing your career.
- Qualifications: College diploma and two years of relevant experience required; French knowledge is a must.
The predicted salary is between 63000 - 77000 $ per year.
Many opportunities are currently available in the Chaudière-Appalaches region. As an advisor in 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 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
- 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 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
Qualifications
- Other combinations of qualifications and relevant experience may be considered.
- College diploma in a related field
- A minimum of two years of relevant experience
- Knowledge of French is required
- Must have a valid driver's license and access to a vehicle
Advisor, Investment and Financing in Lévis 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.
