Investment and Financing Advisor Estrie

Join Desjardins as a full-time Investment and Financing Advisor, focusing on optimizing financial health for clients in Estrie. Deliver high-quality financial solutions through attentive customer service.
In this role, you will attend to investment and financing needs, develop strategies for products like insurance, and assess client satisfaction. Your commitment to excellence will drive improved financial outcomes for our members. Understanding market trends and best practices will enhance your ability to deliver tailored solutions.
Key Responsibilities:
• Attend to members’ investment and financing requirements
• Develop and offer investment, financing, and insurance products
• Manage business relationships to gauge member satisfaction
• Stay informed about industry trends and best practices
Requirements:
• Desire to work in the financial services industry
• Strong commitment to customer service excellence
• Ability to develop financial strategies for cl...