Full-Time Investment Advisor in Estrie

Enhance clients' financial health with Desjardins as a full-time Investment Advisor in the Estrie area. Provide tailored financial solutions while ensuring top-notch customer service.

In this role, you will attend to members' investment and financing needs, delivering quality service and developing strategies. Build strong business relationships, assess satisfaction, and identify areas for improvement while staying informed on market trends.

Key Responsibilities:
• Attend to members' investment and financing needs
• Develop strategies for financing, investment, and insurance products
• Manage business relationships and assess client satisfaction
• Follow up to identify areas for service improvement
• Stay updated on industry trends and best practices

Requirements:
• Interest in financial services, experience not required
• Commitment to providing excellent customer service
• Strong communication skil...