Conseiller ou conseillère placement et financement

Conseiller ou conseillère placement et financement focuses on you look for ways to support their financial well-being in every situation.

What the role involves

• You look for ways to support their financial well-being in every situation.
• You provide excellent customer service and high-quality financial solutions tailored to their needs.
• Managing business relationships, assess member/client satisfaction and service quality, follow up and identify areas for improvement.

Skills and requirements

• More specifically, you will be required to.

Confirmed role details

• Competitive salary and annual bonus.
• Defined benefit pension plan that provides predictable, stable income throughout retirement.

Candidate fit

• As a financial services professional, you're attentive to the needs of our members and clients.

Additional role context

• Several opportunities are currently available in the Laurentides region.
• Attend to members’ investment and financing needs while ensuring quality service.
• Developing strategies and offering investment, financing and insurance products.