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desjardins
Advisor in Investment and Financingdesjardins • Saint-Anaclet-de-Lessard, QC, Canada
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Advisor in Investment and Financing

Advisor in Investment and Financing

desjardins • Saint-Anaclet-de-Lessard, QC, Canada
30+ days ago
Job type
  • Full-time
Job description

Advance your career as an investment and financing advisor with Desjardins in the Bas-St-Laurent region. This full-time, on-site position is dedicated to enhancing clients' financial health. As an advisor, your primary focus will be on listening to clients to develop personalized financial solutions that meet their specific needs. You will be expected to foster strong relationships with members, evaluate service quality, and implement improvements based on client feedback. Key Responsibilities: • Cater to members’ investment and financing inquiries • Devise strategies for investment, financing, and insurance • Manage client relationships and survey satisfaction levels • Stay informed about financial trends and best practices Requirements: • Desire to work in the financial services field • Commitment to providing high-quality customer service • Capability to assess and enhance client satisfaction • Enthusiasm for training and professional growth Bring your passion for financial services to Desjardins and make a meaningful impact on clients' financial well-being. #J-18808-Ljbffr

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Advisor in Investment and Financing • Saint-Anaclet-de-Lessard, QC, Canada