Elevate your financial advisory career with Desjardins as an in office Investment and Financing Advisor in the Lanaudière area. Deliver top-tier customer service while addressing investment and financing needs for our members. As an Investment and Financing Advisor, you'll focus on ensuring our clients achieve optimal financial health.

Your role includes developing tailored strategies for investment and financing, while managing client relationships and assessing service quality. Staying informed about industry trends will be crucial for offering the best solutions. Key Responsibilities:
Attend to investment and financing requirements of members
Develop customized strategies with financial products
Manage business relationships and assess satisfaction
Stay updated on market trends in the industry
Follow up to identify areas for service improvement Requirements:
Experience in financial services or advisory roles
Strong focus on customer service and client relations
Ability to analyze and respond to client needs
Dedication to ongoing professional development
Full time availability for in office work Maximize your impact by delivering personalized financial solutions at Desjardins.

📌 On Site Investment Advisor In Lanaudière Rawdon
🏢 Desjardins
📍 Rawdon