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Investment and Financing Advisor
DesjardinsInvestment and Financing Advisor helping clients optimize their financial health. Developing strategies for investment, financing, and insurance products with a commitment to excellent customer service.
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
customer servicebusiness relationship managementstrategic developmentclient satisfaction assessmentareas for improvement identification
Industry Keywords
investmentfinancinginsurance productsfinancial services industry
About the role
Key responsibilities & impact- Attend to members’ investment and financing needs while ensuring quality service
- Develop strategies and offer investment, financing and insurance products
- Manage business relationships and assess member/client satisfaction
- Identify areas for improvement based on follow-up
Requirements
What you’ll need- Understanding of investment and financing needs
- Commitment to providing excellent customer service
- Ability to manage business relationships
- Staying up-to-date on the financial services industry
Benefits
Comp & perks- Competitive salary and annual bonus
- 4 weeks of flexible vacation starting in the first year
- Defined benefit pension plan that provides predictable, stable income throughout retirement
- Group insurance including telemedicine
- Reimbursement of health and wellness expenses and telework equipment