Advisor, Investment and Financing
5 days ago
OverviewMany opportunities are currently available in the greater Montreal area.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:ResponsibilitiesAttend to members’ investment and financing needs while ensuring quality serviceDeveloping strategies and offering investment, financing and insurance products.Manage business relationships, assess member/client satisfaction and service quality, follow up and identify areas for improvementStay up-to-date on the financial services industry, market trends and best practices in your field.What we offerCompetitive salary and annual bonus4 weeks of flexible vacation starting in the first yearDefined benefit pension plan that provides predictable, stable income throughout retirementGroup insurance including telemedicineReimbursement of health and wellness expenses and telework equipment* Benefits apply based on eligibility criteria.What you bring to the tableRegardless 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.Curious to see your future colleagues in action? Click here#LI-HybridAt 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 askJob FamilyMember/client sales and service (FG) #J-18808-Ljbffr
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Investment & Financing Solutions Advisor
3 weeks ago
Montreal, Canada Desjardins Full timeA leading financial services provider in Montreal is seeking an enthusiastic advisor in investment and financing. The successful candidate will be committed to understanding client needs and offering tailored financial solutions. Responsibilities include developing strategies for investment and financing products, ensuring quality service, and managing...
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Advisor, Investment and Financing
3 weeks ago
Montreal, Canada Desjardins Full timeJob Overview 📍Many opportunities are currently available in the greater Montreal area. 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...
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Advisor, Investment and Financing
3 weeks ago
Montreal West, Canada Desjardins Full timeOverviewJoin to apply for the Advisor, Investment and Financing role at Desjardins.ResponsibilitiesAttend to members’ investment and financing needs while ensuring quality serviceDeveloping strategies and offering investment, financing and insurance productsManage business relationships, assess member/client satisfaction and service quality, follow up and...
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Advisor, Investment and Financing
5 days ago
Montreal, Quebec, Canada Desjardins Full timeMany opportunities are currently available in the greater Montreal area.RequiredAs 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...
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Advisor, Investment and Financing
1 week ago
Montreal (administrative region), Canada Desjardins Group Full timeMany opportunities are currently available in the greater Montreal area.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...
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Advisor, Investment and Financing
1 week ago
Montreal (administrative region), Canada Desjardins Group Full timeMany opportunities are currently available in the greater Montreal area.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...
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Investment Advisor
1 week ago
Montreal (administrative region), Canada National Bank of Canada Full timeJoin to apply for the Investment Advisor role at National Bank of CanadaAs an Investment Advisor at the National Bank call centre, you will live up to your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues. Through your friendly approach and the quality of your advice, you'll provide clients with a...
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Montreal, Canada PSP’s Private Debt & Credit Investment (PDCI) group Full timeSenior Advisor, Enterprise and Non-Investment Risk page is loaded## Senior Advisor, Enterprise and Non-Investment Risklocations: Montrealtime type: Full timeposted on: Posted Yesterdayjob requisition id: R4599We’re one of Canada’s largest pension investors, with CAD$299.7 billion of net assets as of March 31, 2025.We invest funds for thepension...
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Montreal, Canada PSP’s Private Debt & Credit Investment (PDCI) group Full timeSenior Advisor, Enterprise and Non-Investment Risk page is loaded## Senior Advisor, Enterprise and Non-Investment Risklocations: Montrealtime type: Full timeposted on: Posted Yesterdayjob requisition id: R4599We’re one of Canada’s largest pension investors, with CAD$299.7 billion of net assets as of March 31, 2025.We invest funds for thepension...
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Investment Advisor
1 week ago
Montreal, Canada National Bank Full timeYoutube VideoAs an Investment Advisor at the National Bank call centre, you'll live up to your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues. Through your friendly approach and the quality of your advice, you'll provide clients with a personalized experience and recommend savings products for...
