Financial Advisor

3 weeks ago


Ottawa, Canada Desjardins Full time

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.

Job Level

As a Financial Advisor, you will contribute to the intake, prospecting, solicitation, development or maintenance of business relationships with members and clients. You offer a service that meets the needs of the clientele according to the strategies and practices in effect.

General Information on the Position

Main responsibilities- Develop and maintain personalized business relationships with clients in your field- Promote and sell products and services according to the strategies and business objectives, while making the most of your ability to meet our targets- Ensure consistency between sales objectives, sound and prudent risk management, profitability and member and customer satisfaction- Work with a clientele with diversified needs, representing a significant development potential for your sector- Analyze the needs of clients, develop and implement appropriate solutions and present integrated service offers. The nature of the files and of your interventions requires strong knowledge of your sector- Provide advice and support to current and potential clients- Represent and engage the company in client agreements and have opportunities to establish and negotiate terms and conditions for products and services.

Other working conditions- Work place: Position located in Ottawa, depending on the applicant selected. The work arrangement for the position is full-time on-site work #LI-Onsite- Travel : Minimal only for specific circumstances- Number of jobs available : 1

**Qualifications**:
- Bachelor’s degree in a related field- A minimum of four years of relevant experience

Please note that other combinations of qualifications and relevant experience may be considered- Hold a Mutual Funds License and LLQP- Accident Benefits and Sickness License (an asset)

Desjardins Cross-sector skills

Action oriented, Customer Focus, Differences, Engagement, Nimble learning

Key competencies for the job

Engagement

Work Location

Nom de l'emplacement Unit G, 1679 Carling Avenue, Ottawa

Trade Union

Non Syndiqué

Unposting Date

2023-02-12

Job Family

Desjardins Group is the largest cooperative financial group in Canada, and one of the largest employers in the country. It offers a full range of financial products and services and is home to a wealth of expertise in property and casualty insurance, life and health insurance, wealth management, services for businesses of all sizes, securities brokerage, asset management, venture capital, and secure, leading-edge virtual access methods.


  • Financial Advisor

    4 weeks ago


    Ottawa, Canada Grandmaster Financial Planning DFSIN Ottawa Full time

    Financial Advisor / Analyst (0-3 YoE) - Full Time100% In-Office. Ottawa.Grandmaster Financial Planning | Desjardins Financial Security Independent NetworkIntroduction:Join our mission at Grandmaster Financial Planning, where we are redefining financial planning in Canada with our commitment to excellence and accessibility. As a leading independent boutique...


  • Ottawa, Canada Desjardins Financial Security Independent Network - Ottawa #118 Full time

    Financial Advisor Team Member Are you looking for a new career and are excited by the limitless opportunities financial services industry has to offer? What’s holding you back? Take control of your life, determine your own success and financial independence. Enjoy work-life balance and quality lifestyle you deserve and desire. Let's talk. It's an...

  • Financial Advisor

    23 hours ago


    Ottawa, Canada Desjardins Financial Security Independent Network - Ottawa #118 Full time

    FINANCIAL ADVISOR Desjardins Financial Security Independent Network  BECOME YOUR OWN BOSSBeing an independent financial services professional means that you are your own boss! Find out what this actually means.Independence You decide how to manage your time and organize your work. In other words, you are responsible for your own success.FreedomYou...

  • Financial Advisor

    1 month ago


    Ottawa, Canada The Co-operators Full time

    As an exclusive Financial Advisor of The Co-operators you are an entrepreneurial-minded leader. You are a high achieving business builder who will manage your own insurance agency with the full support of an established company. As an independent contracted Financial Advisor of The Co-operators, you will build strong, visible ties to the community and will...

  • Financial Advisor

    1 month ago


    Ottawa, Canada The Co-operators Full time

    **Position Overview**: **Company**:CGIC **Number of Positions**: 1 **Language**: Bilingualism in English and French is an asset. **Work Model**:Office-Based **Alternate Title**: A1T **Additional Information**: **The Opportunity**: We are a leading Canadian financial services co-operative committed to being a catalyst for a sustainable and resilient...

  • Financial Advisor

    3 weeks ago


    Ottawa, Canada Desjardins Group Full time

    remote type The work arrangement for the position is full-time on-site work locations Ottawa time type Full time posted on Posted 2 Days Ago job requisition id R2404279 Desjardins Financial Security Investments (DFSI) Ottawa has a great opportunity for an experienced Financial Advisor. As an individual advisor, you will contribute to the...

  • Financial Advisor

    3 weeks ago


    Ottawa, Canada Desjardins Group Full time

    remote type The work arrangement for the position is full-time on-site work locations Ottawa time type Full time posted on Posted 2 Days Ago job requisition id R2404279 Desjardins Financial Security Investments (DFSI) Ottawa has a great opportunity for an experienced Financial Advisor. As an individual advisor, you will contribute to the...

  • Financial Advisor

    4 weeks ago


    Ottawa, Canada Desjardins Group Full time

    remote type The work arrangement for the position is full-time on-site work locations Ottawa time type Full time posted on Posted 2 Days Ago job requisition id R2404279 Desjardins Financial Security Investments (DFSI) Ottawa has a great opportunity for an experienced Financial Advisor. As an individual advisor, you will contribute to the...


  • Ottawa, Canada Capital Pro Group Full time

    Capital Pro Group is a dynamic, fast-growing financial services company located in the heart of Westboro Village. We offer a complete range of services to help manage all aspects of our clients’ financial needs from Accounting, Taxation, Wealth Management & Insurance services. With the beginning of the new year we are looking to expand our Wealth...

  • Financial Advisor

    4 weeks ago


    Ottawa, Ontario, Canada Royal Bank of Canada Full time

    Job SummaryJob DescriptionWhat is the opportunity?As 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...

  • Financial Advisor

    3 weeks ago


    Ottawa, Canada Desjardins Full time

    Desjardins Financial Security Investments (DFSI) Ottawa has a great opportunity for an experienced Financial Advisor. As an individual advisor, you will contribute to the intake, prospecting, solicitation, development or maintenance of business relationships with members and clients. You offer a service that meets the needs of the clientele according to the...

  • Associate Advisor

    1 month ago


    Ottawa, Canada Desjardins Financial Security Independent Network - Ottawa #118 Full time

    ASSOCIATE ADVISORDesjardins Financial Security Independent Network Desjardins Financial Security Independent Network (DFSIN) is currently recruiting a permanent, full-time Associate Advisor to join our successful, innovative, and growing firm. If you are passionate about helping people reach their goals, enjoy a team environment and are looking for a...

  • Associate Advisor

    1 month ago


    Ottawa, Canada Desjardins Financial Security Independent Network - Ottawa #118 Full time

    ASSOCIATE ADVISOR Desjardins Financial Security Independent Network  Desjardins Financial Security Independent Network (DFSIN) is currently recruiting a permanent, full-time Associate Advisor to join our successful, innovative, and growing firm. If you are passionate about helping people reach their goals, enjoy a team environment and are looking for a...


  • Ottawa, Canada BMO Financial Group Full time

    979 Bank Street 6th Flr Ottawa Ontario,K1S 5K5 - Recommends and implements solutions based on analysis of issues and implications for the business. - Works closely with wealth and high net work consultants to coordinate workflow, identify efficiencies and issues, and to refer clients. - Leads the Support Bureau for Investment Advisors to include, but is not...

  • Financial Advisor

    2 weeks ago


    Ottawa, Canada Parliament of Canada Full time

    Job Description Finance Services is currently looking to staff a Financial Advisor position.  The person holding this position plays a key corporate internal control role by providing proactive financial advisory services to clients, contributing to the achievement of clients’ objectives, and the effective stewardship of the House of Commons’...


  • Ottawa, Canada Co-operators General Insurance Company Full time

    **Company**: CGIC/Co-operators **Department**: Retail Sales **Employment Type**: Regular Full-Time **Work Model**: Office Based **Language**: Fluent in English is required, French is an asset **Job Grade**: 0-Not Applicable **For More Info Contact**: Trina Jimmo **The Opportunity** As an exclusive Financial Advisor of Co-operators you are an...

  • Financial Advisor

    3 weeks ago


    Ottawa, ON, Canada Desjardins Group Full time

    remote type The work arrangement for the position is full-time on-site work locations Ottawa time type Full time posted on Posted 2 Days Ago job requisition id R2404279 Desjardins Financial Security Investments (DFSI) Ottawa has a great opportunity for an experienced Financial Advisor. As an individual advisor, you will contribute to the intake,...


  • Ottawa, ON, Canada Financial Horizons Full time

    As a Compensation Specialist, you will work closely with your teammates on the Compensation Services team (a quick note - this is an insurance and finance related team, not HR) to help ensure that the national team meets performance expectations and team objectives. This role reports to the Director, Compensation Services. Our company is DRIVEn (this is not...

  • Financial Advisor

    1 month ago


    Ottawa, Canada Desjardins Full time

    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...

  • Financial Advisor

    1 week ago


    Ottawa, Canada House of Commons (Canada) Chambre des communes (Canada) Full time

    Job DescriptionFinance Services is currently looking to staff a Financial Advisor position. The person holding this position plays a key corporate internal control role by providing proactive financial advisory services to clients, contributing to the achievement of clients’ objectives, and the effective stewardship of the House of Commons’ financial...