Support members’ investment and financing needs with Desjardins in the Gaspésie-Îles-de-la-Madeleine area. Deliver tailored financial solutions through attentive listening and excellent customer service.
As an investment and financing advisor, you will understand each member’s or client’s situation and help optimize financial health. You will develop strategies and offer investment, financing, and insurance products. You will also manage business relationships while monitoring satisfaction, service quality, and improvement opportunities. Staying current on financial services trends and best practices will support your work.
Key Responsibilities:

Attend to members’ investment and financing needs
Provide quality service and tailored financial solutions
Develop investment, financing, and insurance strategies
Manage relationships and assess service quality
Monitor industry trends and field best practices
Requirements:

Ability to understand specific member and client situations
Commitment to excellent customer service
Ability to offer investment and financing products
Ability to follow up and identify improvements
Interest in financial services industry developments
Bring attentive relationship management, financial services knowledge, and tailored solutions to Desjardins members and clients across Gaspésie-Îles-de-la-Madeleine.

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Investment and Financing Advisor