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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: Enjoy competitive salary, flexible vacation, and comprehensive health insurance.
- Why this job: Make a real difference in people's financial lives while growing your career.
- Qualifications: Open to all experience levels; passion for finance is key.
- Other info: Receive training through the Desjardins Cooperative Institute for career advancement.
The predicted salary is between 28800 - 48000 £ per year.
Several opportunities are currently available in the greater Montérégie region. As an advisor in 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 to offer the highest quality financial solutions tailored to their needs.
Responsibilities:
- Attend to members’ investment and financing needs while ensuring quality service.
- Develop strategies and offer 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 interviews by researching the company and its values. Understand their approach to customer service and financial solutions, so you can show how you align with their mission during your chat.
✨Tip Number 3
Practice your pitch! Be ready to explain how your skills can help address members' investment and financing needs. Tailor your responses to highlight your commitment to excellent customer service.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you're serious about joining our team and contributing to our members' financial health.
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 experience in customer service and any relevant financial knowledge to show us you’re the perfect fit!
Showcase Your Communication Skills: As an advisor, you'll need to be a great communicator. Use your application to demonstrate how you've effectively listened to clients or members in the past and how you’ve addressed their needs.
Research is Key: Stay up-to-date with the latest trends in the financial services industry. Mention any recent developments or best practices in your application to show us you’re proactive and knowledgeable.
Apply Through Our Website: We encourage you to submit your application through our website. It’s the easiest way for us to receive your details and ensures you don’t miss out on any important updates regarding your application!
How to prepare for a job interview at Desjardins
✨Know Your Financial Stuff
Brush up on the latest trends in the financial services industry. Be ready to discuss investment and financing products, as well as how they can optimise clients' financial health. Showing that you’re knowledgeable will impress your interviewers.
✨Showcase Your Customer Service Skills
Since this role is all about providing excellent customer service, prepare examples of how you've gone above and beyond for clients in the past. Think about specific situations where you addressed a client's needs effectively.
✨Demonstrate Relationship Management
Be prepared to talk about how you manage business relationships. Share experiences where you assessed client satisfaction and identified areas for improvement. This shows you understand the importance of maintaining strong connections.
✨Ask Insightful Questions
Prepare thoughtful questions about the company’s approach to investment and financing. This not only shows your interest but also helps you gauge if the company aligns with your career goals. It’s a win-win!
