Advisor, Investment and Financing (Ahuntsic-Cartierville)
Desjardins
Many opportunities are currently available in the greater Montreal area.
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:
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 versatile 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.
The Desjardins Cooperative Institute (DCI) provides a unique opportunity to receive training for a career suited to your skills, goals and education.
#J-18808-LjbffrVacancy posted 3 hours ago
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