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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, 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.
Responsibilities
- 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 in London employer: Desjardins
Contact Detail:
Desjardins Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Advisor, Investment and Financing in London
✨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 introduce you to someone at Desjardins.
✨Tip Number 2
Prepare for those interviews! Research common questions for investment and financing roles, and think about how your skills align with what Desjardins is looking for. Practising your responses will help you feel more confident when it’s time to shine.
✨Tip Number 3
Show off your passion for financial health! When you get the chance to chat with recruiters or during interviews, share your enthusiasm for helping clients optimise their finances. It’ll set you apart from the crowd!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, you’ll be one step closer to landing that dream job in the Montérégie region.
We think you need these skills to ace Advisor, Investment and Financing in London
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 communicate effectively with clients. Use your application to demonstrate your ability to listen and respond to needs—maybe share a quick example of how you've done this in the past!
Research is Key: Stay up-to-date on the financial services industry and market trends. Mention any recent developments or best practices in your application to show us you’re proactive and knowledgeable about the field.
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’re considered for the role. Plus, it shows us you’re keen to join our team!
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 strategies, financing options, and insurance products. Showing that you’re knowledgeable will impress your interviewers and demonstrate your commitment to providing tailored solutions.
✨Listen and Engage
During the interview, make sure to actively listen to the questions being asked. This role is all about understanding client needs, so showing that you can engage in a two-way conversation will highlight your customer service skills. Don’t hesitate to ask clarifying questions if needed!
✨Showcase Your Problem-Solving Skills
Prepare examples of how you've successfully addressed client needs or improved service quality in previous roles. Use the STAR method (Situation, Task, Action, Result) to structure your answers. This will help you illustrate your ability to optimise financial health for clients.
✨Be Yourself and Stay Positive
Interviews can be nerve-wracking, but remember to be yourself! A positive attitude goes a long way. Show enthusiasm for the role and the company, and don’t forget to express your eagerness to learn and grow within the financial services sector.
