Advisor, Investment and financing

As an Investment and Financing Advisor at Desjardins, you will help members and clients optimize their financial health by understanding their needs and offering tailored investment, financing, and insurance solutions. You will manage client relationships, ensure service quality, and stay updated on industry trends.

• Attend to members’ investment and financing needs
• Develop strategies and offer financial products
• Manage business relationships and client satisfaction
• Stay up-to-date on financial services industry trends
• Provide excellent customer service