Advisor, Investment and Financing
2 weeks ago
Join to apply for the Advisor, Investment and Financing role at Desjardins. Several opportunities are currently available in the Mauricie region.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:Attend 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 identify areas for improvementStay up-to-date on the financial services industry, market trends and best practices in your field.What we offer:Competitive 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 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.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 askJob Details:Seniority level: Entry levelEmployment type: Full-timeJob function: Finance and SalesIndustries: Banking #J-18808-Ljbffr
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Entry-Level Investment
2 weeks ago
Trois-Rivières, Canada Desjardins Full timeA prominent financial services provider is seeking an Advisor for Investment and Financing in the Trois-Rivières area. This entry-level role focuses on addressing members' financial needs, delivering tailored solutions, and providing excellent customer service. Candidates interested in the financial services industry are encouraged to apply. The position...
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Personal Finance Advisor
6 days ago
Trois-Rivières, Quebec, Canada Desjardins Full timeAs 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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Personal Finance Advisor
2 weeks ago
Trois-Rivières, Quebec, Canada Desjardins Full timeAs 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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Trois-Rivières, Quebec, Canada Desjardins Full timeAs a specialized financing and banking solutions advisor, you help serve, solicit and develop and maintain personalized business relationships with mass-affluent and high-net-worth members of the specialized wealth management network. You develop personalized strategies and offer banking products and services. You serve as a debt management and financing...
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Trois-Rivières, Quebec, Canada Desjardins Full timeAs a specialized financing and banking solutions advisor, you help serve, solicit and develop and maintain personalized business relationships with mass-affluent and high-net-worth members of the specialized wealth management network. You develop personalized strategies and offer banking products and services. You serve as a debt management and financing...
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Personal Finance Advisor
6 days ago
Trois-Rivières, Quebec, Canada Desjardins Full timeAs 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 days ago
Trois-Rivières, Canada NBC Full timeAttendance On-Site Job number 26966 Category Professional Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 11-Jun-2025 $ 49000 $ 60700 Salary: $ 49000 - $ 60700 per year Location: Trois-Rivieres, Quebec City Trois-Rivieres Province/State Quebec Area(s) of interest: Advisory services, Personal...
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Banking advisor
2 weeks ago
Trois-Rivières, Canada National Bank Full timeAttendance On-Site Job number 29423 Category Professional Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 12-Nov-2025 $ 49000 $ 60700 Salary: $ 49000 - $ 60700 per year Area(s) of interest: Advisory services, Personal banking Location(s): Trois-Rivieres A career as a Banking Advisor at...
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SUN LIFE FINANCIAL ADVISOR
7 days ago
Trois-Rivières, Canada Sun Life Full timeJob Description :Req#JR00034447 FC063 Quebec CentreSUN LIFE FINANCIAL ADVISORFinancial advisors love to build long-term relationships with people and help them plan financially for the various stages of life. They make an impact in their communities providing advice and implementing recommendations in a purpose-driven career with opportunities for unlimited...
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SUN LIFE FINANCIAL ADVISOR
2 weeks ago
Trois-Rivières, Canada Sun Life Québec Full timeJoin to apply for the SUN LIFE FINANCIAL ADVISOR role at Sun Life Québec2 weeks ago Be among the first 25 applicantsJoin to apply for the SUN LIFE FINANCIAL ADVISOR role at Sun Life QuébecYou are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic...