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Desjardins

Investment and Financing Advisor

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

Use this summary to align your resume positioning with the role.

Demonstrates expertise in managing client relationships and assessing service quality within the financial services industry. Capable of developing strategies for investment, financing, and insurance products while staying informed on market trends.

Highest-signal resume keywords
Client Relationship ManagementInvestment Strategy DevelopmentFinancing Product KnowledgeService Quality AssessmentFinancial Services Industry Awareness

ATS Keywords

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Applicant Tracking System Keywords

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Soft Skills
Quality Service OrientationProblem-SolvingCommunication Skills
Certifications & Qualifications
Training Through The Desjardins Cooperative Institute
Industry Keywords
Financial ServicesInvestment ProductsFinancing ProductsInsurance ProductsMarket TrendsBest Practices

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
  • Regardless of your experience or education, willingness to work in the financial services industry
  • Training through The Desjardins Cooperative Institute (DCI) for a career suited to your skills, goals and education

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