Support members with investment and financing decisions at Desjardins by listening carefully and tailoring quality financial solutions to their needs.
As an Investment and Financing Advisor, you will optimize members’ and clients’ financial health through attentive service. You will develop strategies, offer investment, financing, and insurance products, and manage business relationships. The role also includes assessing satisfaction, monitoring service quality, following up, and identifying improvements. Staying current on industry developments, market trends, and best practices is essential.
Key Responsibilities: Address members’ investment and financing needs with quality service
Develop strategies for investment, financing, and insurance products
Manage business relationships with members and clients




Assess satisfaction and service quality, then follow up
Monitor financial services trends and field best practices
Requirements: Training through the Desjardins Cooperative Institute
Skills, goals, and education suited to financial services
Commitment to excellent customer service
Ability to understand specific member and client situations
Interest in financial industry developments and market trends
Build tailored financial solutions through investment, financing, insurance, relationship management, and attentive member service at Desjardins.

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📌 Investment and Financing Advisor (Quebec City)
🏢 Desjardins
📍 Quebec City