Advisor, Investment and Financing, Beloeil

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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