Advisor, Investment and Financing
Core
Provide tailored financial solutions and optimize the financial health of members and clients through investment, financing, and insurance strategies.
Role type
Member/client sales and service advisor
Builds
Investment, financing, and insurance products for Desjardins members and clients
Domain
Financial services / Cooperative banking
Deliverable
client delivery
Required skills
Financial product knowledge, client relationship management, strategy development, market trend analysis, service quality assessment
Responsibilities
Attend to members' investment and financing needs, develop strategies and offer financial products, manage business relationships and assess client satisfaction, stay up-to-date on industry trends and best practices
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