Investment & Financing Advisor – Client Impact
Investment & Financing Advisor – Client Impact

Investment & Financing Advisor – Client Impact

Entry level 28800 - 48000 £ / year (est.) No home office possible
Go Premium
D

At a Glance

  • Tasks: Provide tailored financial solutions and exceptional customer service to clients.
  • Company: Leading financial services provider in the UK with a client-focused approach.
  • Benefits: Competitive salary, annual bonus, flexible vacation, and pension plan.
  • Why this job: Kickstart your career in finance with training and development support.
  • Qualifications: Strong communication skills and a passion for helping clients.
  • Other info: Great opportunity for growth in a dynamic industry.

The predicted salary is between 28800 - 48000 £ per year.

A financial services provider in the United Kingdom is seeking an advisor for investment and financing. The role involves attending to client needs with a focus on excellent customer service and offering tailored financial solutions.

Candidates will benefit from:

  • a competitive salary
  • an annual bonus
  • flexible vacation
  • a defined-benefit pension plan

This is a remarkable opportunity for those looking to gain entry into the financial services industry with support for training and development.

Investment & Financing Advisor – Client Impact employer: Desjardins

As a leading financial services provider in the United Kingdom, we pride ourselves on fostering a supportive and dynamic work environment where our employees can thrive. With a strong emphasis on professional development, competitive salaries, and flexible benefits, we empower our team to deliver exceptional client service while enjoying a healthy work-life balance. Join us to be part of a culture that values growth, innovation, and collaboration, making it an ideal place for those eager to make a meaningful impact in the financial sector.
D

Contact Detail:

Desjardins Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Investment & Financing Advisor – Client Impact

Tip Number 1

Network like a pro! Reach out to people in the financial services industry, attend events, and connect on LinkedIn. We can’t stress enough how personal connections can open doors for you.

Tip Number 2

Prepare for interviews by researching the company and understanding their client needs. We recommend practising common interview questions and tailoring your answers to showcase your customer service skills.

Tip Number 3

Showcase your passion for finance! During interviews, share your thoughts on current market trends or recent financial news. This will demonstrate your enthusiasm and knowledge about the industry.

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 candidates who are eager to learn and grow in the financial services sector.

We think you need these skills to ace Investment & Financing Advisor – Client Impact

Customer Service
Financial Analysis
Tailored Financial Solutions
Communication Skills
Client Relationship Management
Problem-Solving Skills
Attention to Detail
Adaptability
Training and Development Support

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights relevant experience in financial services and customer service. We want to see how you can meet client needs and offer tailored solutions, so don’t hold back on showcasing your skills!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about the role and how your background aligns with our mission at StudySmarter. Keep it engaging and personal – we love a good story!

Showcase Your Customer Service Skills: Since this role focuses on excellent customer service, make sure to include examples of how you've gone above and beyond for clients in the past. We’re all about making a positive impact, so let us know how you’ve done that!

Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this fantastic opportunity. Plus, it’s super easy – just a few clicks and you’re done!

How to prepare for a job interview at Desjardins

Know Your Financial Stuff

Brush up on your knowledge of investment and financing concepts. Be ready to discuss different financial products and how they can meet client needs. This shows you’re not just a candidate, but someone who understands the industry.

Customer Service is Key

Since the role focuses on excellent customer service, prepare examples from your past experiences where you’ve gone above and beyond for clients. Highlight your ability to listen and tailor solutions to their specific needs.

Show Enthusiasm for Learning

This position offers training and development opportunities, so express your eagerness to learn and grow in the financial services sector. Share any relevant courses or certifications you’re interested in pursuing.

Ask Insightful Questions

Prepare thoughtful questions about the company’s approach to client impact and how they measure success. This not only shows your interest in the role but also helps you gauge if the company aligns with your values.

Investment & Financing Advisor – Client Impact
Desjardins
Go Premium

Land your dream job quicker with Premium

You’re marked as a top applicant with our partner companies
Individual CV and cover letter feedback including tailoring to specific job roles
Be among the first applications for new jobs with our AI application
1:1 support and career advice from our career coaches
Go Premium

Money-back if you don't land a job in 6-months

D
  • Investment & Financing Advisor – Client Impact

    Entry level
    28800 - 48000 £ / year (est.)
  • D

    Desjardins

    5000+
Similar positions in other companies
UK’s top job board for Gen Z
discover-jobs-cta
Discover now
>