Advisor, Investment and Financing, Beloeil
Advisor, Investment and Financing, Beloeil
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Beloeil C5L, Canada
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Posted: less than a week ago
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Description
Several opportunities are currently available in the greater Montérégie region.
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 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 and Additional Information Regardless of your experience or education, if you’ve always wanted to work in the financial services industry, you may be a fit. The Desjardins Cooperative Institute (DCI) provides a unique opportunity to receive training for a career suited to your skills, goals and education.
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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 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 and Additional Information Regardless of your experience or education, if you’ve always wanted to work in the financial services industry, you may be a fit. The Desjardins Cooperative Institute (DCI) provides a unique opportunity to receive training for a career suited to your skills, goals and education.
#J-18808-Ljbffr
Highlights
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Company nameDesjardins
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Job positionAdvisor, Investment and Financing
Safety Tips
Be careful with commission-based ’work-from-home’ positions that offer an unrealistically high income.
More info about this ad
Advisor, Investment and Financing has been posted in the Beloeil Accounting, Financing & Banking category on Locanto.
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