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Investment and Financing Advisor
Desjardins. Attend to members’ investment and financing needs while ensuring quality service .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing business relationships and addressing members' investment and financing needs while providing high-quality service. Knowledgeable in developing strategies for investment, financing, and insurance products, with a focus on client satisfaction and continuous improvement.
Highest-signal resume keywords
Investment Strategy DevelopmentFinancing Product OfferingInsurance Product OfferingBusiness Relationship ManagementClient Satisfaction Assessment
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Investment StrategyFinancing SolutionsInsurance ProductsClient Relationship ManagementService Quality Assessment
Soft Skills
CommunicationProblem-SolvingCustomer Service
Certifications & Qualifications
Training Through The Desjardins Cooperative Institute
Industry Keywords
Financial Services IndustryMarket 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
- Ability to attend to members’ investment and financing needs
- Ability to develop strategies and offer investment, financing and insurance products
- Ability to manage business relationships, assess member/client satisfaction and service quality, follow up and identify areas for improvement
- Knowledge of the financial services industry, market trends and best practices in the field
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