Advisor, Investment and Financing
2 weeks ago
Many opportunities are currently available in the Gaspésie-Îles-de-la-Madeleine 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: Attend to members’ investment and financing needs while ensuring quality service Developing strategies and offering investment, financing and insurance products. Manage business relationships, assess member/client satisfaction and service quality, follow up and identify areas for improvement Stay up-to-date on the financial services industry, market trends and best practices in your field. 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 * Benefits 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 ask Job Family Member/client sales and service (FG) #J-18808-Ljbffr
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Saint-François-de-la-Rivière-du-Sud, Canada Desjardins Group Full timeA financial services organization in Canada is seeking a full-time advisor for investment and financing. Responsibilities include attending to members' needs, developing financial strategies, and managing client relationships. The role demands a strong commitment to high-quality service and the ability to assess client satisfaction. Benefits include a...
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Personal Finance Advisor
18 hours ago
La Tuque, 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...
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Banking advisor
4 weeks ago
La Prairie, Canada Banque Nationale du Canada Full timeArea(s) of interest: Advisory services, Personal banking 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 offer a people-centric...
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Banking advisor
16 hours ago
La Prairie, Canada National Bank Full timeAttendance On-Site Job number 29046 Category Professional Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 17-Oct-2025 $ 49000 $ 60700 Salary: $ 49000 - $ 60700 per year Area(s) of interest: Advisory services, Personal banking Location(s): La Prairie A career as a Banking Advisor at National...
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Personal Finance Advisor
3 weeks ago
La Pocatière, Canada Desjardins Full timePersonal Finance Advisor at Desjardins Responsibilities As 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...
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Personal Finance Advisor
1 week ago
La Pocatière, Canada Desjardins Full timePersonal Finance Advisor at Desjardins Responsibilities As 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...
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Personal Finance Advisor
3 weeks ago
La Pocatière, Canada Desjardins Group Full timePersonal Finance Advisor page is loaded## Personal Finance Advisorremote type: The work arrangement for the position is hybrid worklocations: La Pocatièretime type: Full timeposted on: Posted Yesterdayjob requisition id: R2600108As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business...
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Personal Finance Advisor
1 week ago
La Pocatière, Canada Desjardins Group Full timePersonal Finance Advisor page is loaded## Personal Finance Advisorremote type: The work arrangement for the position is hybrid worklocations: La Pocatièretime type: Full timeposted on: Posted Yesterdayjob requisition id: R As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with...
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Personal Finance Advisor
15 hours ago
La Tuque, Canada Desjardins Group Full timeOverview As 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...
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Investment Advisor
15 hours ago
Grande Prairie, Canada Royal Bank of Canada> Full timeJob DescriptionGrow your business, your way – with RBCAs an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe you’ve dreamed of starting your own business, but haven’t had the training, support, and resources from a company like RBC. Here, you’ll find what you need for...
