Advisor for Investments and Financing

Elevate your career as an Advisor for Investments and Financing at Desjardins, located in the Chaudière-Appalaches region. This full-time, on-site 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. Strong 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 l...