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Advisor, Investment and Financing
Advisor, Investment and FinancingDesjardins • De Blainville,Caisse Desjardins Thérèse
Advisor, Investment and Financing

Advisor, Investment and Financing

Desjardins • De Blainville,Caisse Desjardins Thérèse
30+ days ago
Job type
  • Full-time
Job description

Several opportunities are currently available in the Laurentides region. 📍

As a financial services professional, you're attentive to the needs of our members and clients. You look for ways to support their financial well-being in every situation. You provide excellent customer service and high-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

No matter what your career path or formal training may be, if you've always wanted to work in the financial sector, now is the time to apply! Our recruiters will be in touch to identify the best opportunity for you that meets your career goals. Desjardins has a training institute (DCI) that offers you a unique opportunity to get the training you need to pursue a career that's the perfect fit for your skills, goals and education.

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Advisor, Investment and Financing • De Blainville,Caisse Desjardins Thérèse

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