Financial advisor

3 weeks ago

VilleMarie, Canada Desjardins Group Full time

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 to offer the highest quality financial solutions tailored to their needs.

Main position in the caisse network:

Wealth Management Advisor: Meet the needs of members by developing strategies and offering investment, financing, and insurance products.

More key positions and brief descriptions of opportunities:

Advisory Agent - Member and Client Experience: Support members and clients by informing them about existing applications and technological tools that can help them perform transactions and operations on their own.

Financial Services Agent: Work in collaboration with personal finance advisors to improve the service offered to members (administrative/sales/service).

Personal Financial Advisor: Attend to members’ investment and financing needs while ensuring quality service.

What we offer:

  • 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

*Advantages apply based on eligibility criteria.

What you bring to the table:

Regardless of your experience or education, if you’ve always wanted to work in the financial services industry, send us your application. Our recruiters will contact you to find the job best suited to your career goals.

The Desjardins Cooperative Institute (DCI) provides a unique opportunity to receive training for a career suited to your skills, goals, and education.

Action oriented, Collaborates, Communicates effectively, Customer Focus, Innovation, Interpersonal Savvy.

Curious to see your future colleagues in action? Click here

At Desjardins, we believe in equity, diversity, and inclusion. We're committed to welcoming, respecting, and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should reflect the diversity of the members, clients, and communities we serve.

If there's something we can do to help make the recruitment process or the job you're applying for more accessible, let us know. We can provide accommodations at any stage in the recruitment process. Just ask

Job Family: Member/client sales and service (FG)

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