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For Companies At a Glance
- Tasks: Help clients optimise their financial health with tailored investment and financing solutions.
- Company: Join a leading cooperative in the financial services industry.
- Benefits: Competitive salary, flexible vacation, pension plan, and health insurance.
- Why this job: Make a real difference in people's financial lives while growing your career.
- Qualifications: Open to all backgrounds; passion for finance is key.
- Other info: Training opportunities available to align your career with your goals.
The predicted salary is between 36000 - 60000 £ per year.
Several opportunities are currently available in the greater Montérégie region.
As an advisor, investment and financing, you will be attentive to what our members and clients are saying to better understand and address each specific situation, with the objective of optimizing their financial health. You will be committed to providing excellent customer service so as to offer the highest quality financial solutions tailored to their needs. More specifically, you will be required to:
Attend to members’ investment and financing needs while ensuring quality service
Developing strategies and offering investment, financing and insurance products.
Manage business relationships, assess member/client satisfaction and service quality, follow up and identify areas for improvement
Stay up-to-date on the financial services industry, market trends and best practices in your field.
What we offer*
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
What you bring to the table
Regardless of your experience or education, if you’ve always wanted to work in the financial services industry, send us your application. Our recruiters will contact you to find the job best suited to your career goals. The Desjardins Cooperative Institute (DCI)—provides a unique opportunity to receive training for a career suited to your skills, goals and education.
Advisor, Investment and Financing employer: Desjardins
Contact Detail:
Desjardins Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Advisor, Investment and Financing
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry and let them know you're on the lookout for opportunities. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews! Research common questions for investment and financing roles and practice your answers. We recommend using the STAR method to structure your responses – it’ll help you showcase your skills effectively.
✨Tip Number 3
Showcase your passion for finance! During interviews, share your thoughts on current market trends or recent news in the financial sector. This will demonstrate your commitment to staying informed and your genuine interest in the field.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re always looking for talented individuals who are eager to make a difference in the financial services industry.
We think you need these skills to ace Advisor, Investment and Financing
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Advisor, Investment and Financing role. Highlight your relevant experience and skills that align with what we’re looking for, like customer service and financial knowledge.
Showcase Your Passion: Let us know why you’re excited about working in the financial services industry. Share any personal experiences or interests that demonstrate your commitment to helping clients optimise their financial health.
Be Clear and Concise: When writing your application, keep it straightforward. Use clear language and avoid jargon. We want to see your personality shine through, so don’t be afraid to let us know who you are!
Apply Through Our Website: We encourage you to submit your application directly through our website. It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it’s super easy!
How to prepare for a job interview at Desjardins
✨Know Your Financial Stuff
Brush up on the latest trends in investment and financing. Familiarise yourself with key financial products and services, as well as any recent changes in regulations. This will show your potential employer that you're proactive and genuinely interested in the field.
✨Practice Active Listening
As an advisor, listening is crucial. During the interview, practice active listening by summarising what the interviewer says and asking clarifying questions. This demonstrates your ability to understand clients' needs, which is essential for the role.
✨Showcase Your Customer Service Skills
Prepare examples of how you've provided excellent customer service in the past. Highlight situations where you went above and beyond to meet a client's needs, as this aligns perfectly with the job's focus on optimising financial health for members.
✨Ask Insightful Questions
At the end of the interview, have a few thoughtful questions ready about the company’s approach to client satisfaction or their training programmes. This not only shows your interest but also helps you gauge if the company is the right fit for you.
