Advisor, Investment and Financing

Many opportunities are currently available in the Chaudière-Appalaches 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:

• Attend to members’ investment and financing needs while ensuring quality service

• Developing strategies and offering 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.

What we offer*

• 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

What you bring to the table

• College diploma in a related field

• A minimum of two years of relevant experience

• Please note that other combinations of qualifications and relevant experience may be considered

• Knowledge of French is required

• Must have a valid driver's license and access to a vehicle

#MVT4

#LI-Hybrid