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.

📌 Investment and Financing Advisor (Nicolet)
🏢 Desjardins
📍 Nicolet