Desjardins
Advisor, Investment and Financing
Job 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 vacation starting in the first year.
Defined benefit pension plan that provides predictable, stable income throughout retirement.
Group insurance includin...
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 vacation starting in the first year.
Defined benefit pension plan that provides predictable, stable income throughout retirement.
Group insurance includin...