Elevate your career as an Advisor for Investments and Financing at Desjardins, located in the Chaudière-Appalaches region. This full time, in office role emphasizes outstanding customer service and financial expertise. As an Advisor, you will focus on understanding member needs to improve their financial situations.
You’ll create investor strategies across various products, ensuring satisfaction and quality service. Solid engagement with clients and staying updated on market dynamics are crucial components of your success. Key Responsibilities:
Meet members’ investment and financing requirements
Create and implement investment and insurance strategies
Manage and enhance business relationships
Measure client satisfaction and service quality
Stay informed on market and industry trends
Requirements:
College diploma in finance or a related field
Minimum two years of relevant work experience
Required proficiency in French
Valid driver's license with vehicle access
Consideration of other qualifications is possible
Leverage your advisory abilities to empower Desjardins members in their financial journeys.
📌 Advisor For Investments And Financing Chaudière Appalaches (Canada)
🏢 Desjardins
📍 Canada
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