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Desjardins

Advisor, Investment and Financing

Desjardins

. Attend to members’ investment and financing needs while ensuring quality service .

Posted 10/8/2026full-timeRimouski • CanadaMid-LevelSeniorWebsite

Core Competencies

Role fit
Core Competencies

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Demonstrates the ability to assess and address members' investment and financing needs while providing quality service. Capable of developing strategies for investment, financing, and insurance products in the financial services industry.

Highest-signal resume keywords
Investment Strategy DevelopmentFinancing Product KnowledgeInsurance Product KnowledgeClient Relationship ManagementService Quality Assessment

ATS Keywords

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Applicant Tracking System Keywords

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Certifications & Qualifications
Training Through The Desjardins Cooperative Institute
Industry Keywords
Financial Services IndustryMarket TrendsBest PracticesMember SatisfactionQuality Service

About the role

Key responsibilities & impact
  • 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

Requirements

What you’ll need
  • Willingness to work in the financial services industry
  • No specific experience or education required; applicants of any experience or education level are encouraged to apply
  • Ability to complete training through The Desjardins Cooperative Institute (DCI)

Benefits

Comp & perks
  • 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
  • Training through The Desjardins Cooperative Institute (DCI)