Advisor, Investment and Financing
2 weeks ago
The work mode arrangement for the position is full-time on site.Many opportunities are currently available in the Estrie 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 service so as to offer the highest quality financial solutions tailored to their needs. More specifically, you will be required to:Attend to members’ investment and financing needs while ensuring quality serviceDevelop strategies and offer 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 equipmentBenefits 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 about this profession? Click hereAt 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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Advisor, Investment and Financing
6 days ago
Sherbrooke, Canada Desjardins Group Full timeThe work mode arrangement for the position is full-time on site.Many opportunities are currently available in the Estrie 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...
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Personal Finance Advisor
19 hours ago
Sherbrooke, Quebec, Canada Desjardins Full time $60,000 - $120,000 per yearAs a personal finance advisor, you're responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they're satisfied. Your role is to listen to members' and clients' needs, offer them advice that fits their financial situation and help them choose appropriate solutions to meet their financial...
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Banking advisor
2 weeks ago
Sherbrooke, Canada National Bank Full timeAttendance On-Site Job number 29700 Category Professional Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 26-Nov-2025 $ 55200 $ 66900 Salary: $ 55200 - $ 66900 per year Area(s) of interest: Advisory services, Personal banking Location(s): Sherbrooke A career as a Banking Advisor at National Bank...
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Banking advisor
1 week ago
Sherbrooke, Canada Banque Nationale du Canada Full timeArea(s) of interest: Advisory services, Personal banking Location(s): Sherbrooke A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues. You’ll adopt a friendly approach and use your analytical skills in order to...
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Banking advisor
1 week ago
Sherbrooke, Canada Banque Nationale du Canada Full timeArea(s) of interest: Advisory services, Personal banking Location(s): Sherbrooke A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues. You’ll adopt a friendly approach and use your analytical skills in order to...
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Senior Financial Planning Advisor
4 weeks ago
Sherbrooke, Canada National Bank Full timeAttendance Hybrid Job number 29350 Category Senior Professional Status : Permanent Type of Contract Permanent Schedule : Full-Time Full Time / Part Time? Full-Time Posting date 06-Nov-2025 Area(s) of interest : Wealth management Location(s) : Brossard, Drummondville, Montreal, Sherbrooke, VictoriavilleA career as a Senior Financial Planning Advisor at...
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Senior Financial Planning Advisor
4 weeks ago
Sherbrooke, Canada National Bank Full timeAttendance Hybrid Job number 29350 Category Senior Professional Status : Permanent Type of Contract Permanent Schedule : Full-Time Full Time / Part Time? Full-Time Posting date 06-Nov-2025 Area(s) of interest : Wealth management Location(s) : Brossard, Drummondville, Montreal, Sherbrooke, VictoriavilleA career as a Senior Financial Planning Advisor at...
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Expert Banking Advisor
2 weeks ago
Sherbrooke, Canada Royal Bank of Canada> Full timeJob DescriptionPlease note that successful candidates will be required to offer and maintain mobility between the branch locations listed in the "Job Available at Other Locations" section of this job posting. As part of RBC's commitment to providing exceptional client service and achieving its business objectives, the ability and willingness to travel or...
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Expert Banking Advisor
4 weeks ago
Sherbrooke, Canada Royal Bank of Canada> Full timeJob SummaryJob DescriptionWhat is the opportunityAs an RBC Financial Advisor you attract nurture and grow relationships with our high-value personal and small business clients by adding value in the moments that matter to them. You provide our clients with proactive professional advice and collaborate with RBC partners to help clients with their goals and...
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Expert Banking Advisor
4 weeks ago
Sherbrooke, Canada Royal Bank of Canada> Full timeJob SummaryJob DescriptionWhat is the opportunityAs an RBC Financial Advisor you attract nurture and grow relationships with our high-value personal and small business clients by adding value in the moments that matter to them. You provide our clients with proactive professional advice and collaborate with RBC partners to help clients with their goals and...
