Job Description
Many opportunities are currently available in the Chaudière-Appalaches region.
The work mode arrangement for the position is full-time on site.
As an advisor, investment and financing, you will be attentive to what our members and clients are saying to better understand and address each specific situation, with the objective of optimizing their financial health. You will be committed to providing excellent customer service so as to offer the highest quality financial solutions tailored to their needs. More specifically, you will be required to:
Required
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 in you...
The work mode arrangement for the position is full-time on site.
As an advisor, investment and financing, you will be attentive to what our members and clients are saying to better understand and address each specific situation, with the objective of optimizing their financial health. You will be committed to providing excellent customer service so as to offer the highest quality financial solutions tailored to their needs. More specifically, you will be required to:
Required
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 in you...