Discover exciting career opportunities with Desjardins as an Advisor in Investment and Financing in the Laurentides region. Make a meaningful impact by supporting clients in achieving their financial goals.
In this role, you’ll be responsible for addressing members’ investment and financing needs with exceptional service. Your expertise in developing strategies for financing, investment, and insurance will help empower clients to make informed decisions. Regular assessment of client satisfaction and service improvements will be a key focus, along with staying abreast of industry developments.
Key Responsibilities:
• Attend to investment and financing needs of members
• Develop tailored financial product strategies
• Maintain and assess relationships with clients
• Follow-up on satisfaction and explore areas for improvement
• Keep updated with financial service trends and practices
Requirements:
• Experience in customer service within finance
• Skills in st...