Investment and Financing Advisor Montreal

Explore your potential as an Investment and Financing Advisor in the greater Montreal area. Serve clients with tailored financial solutions, ensuring their investment needs are met with exceptional service.

In this role at Desjardins, you will focus on understanding client needs and optimizing financial health. With a commitment to customer service, develop strategies for investment, financing, and insurance products. You will assess client satisfaction and build strong business relationships while keeping aware of industry trends.

Key Responsibilities:
• Attend to members’ investment and financing requirements
• Develop and offer investment, financing, and insurance solutions
• Manage relationships; assess service quality and satisfaction
• Follow up with clients, identifying areas for improvement
• Stay updated on financial market trends and best practices

Requirements:
• Strong communication and customer serv...