Advisor, Investment and financing
On-site Ā· Quebec, Canada
Job Summary
Investment and financing advisor role on-site in Bas-St-Laurent. You will attend to membersā investment and financing needs, develop strategies, and offer investment, financing and insurance products, while managing business relationships and assessing client satisfaction. The position emphasizes providing excellent customer service, staying informed about financial services industry trends, and contributing to quality service and tailored financial solutions. Desjardins values equity and inclusion and supports accommodations in the recruitment process.
Required Qualifications
- Experience in financial services preferred but not required (entry to mid-level accepted)
- Ability to develop strategies and offer investment, financing and insurance products
- Strong customer service orientation and ability to address clients' needs
- Willingness to stay up-to-date on market trends and best practices
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