Financial Advisor

2 months ago


Aurora, 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

NV-08

As an 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- Workplace: Position located in Aurora, London or Toronto, depending on the applicant selected. The work arrangement for the position is full-time telework #LI-Remote- Travel : Minimal only for specific circumstances- Number of jobs available : 1

**Qualifications**:
- Bachelor’s degree in a related field- A minimum of 2 years of relevant experience

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

Desjardins Cross-sector skills

Action oriented, Customer Focus, Differences, Nimble learning

Key competencies for the job

Drive results, Interpersonal Savvy

Work Location

333 First Commerce Dr. Aurora

Trade Union

Non Syndiqué

Unposting Date

2023-08-7

Job Family

Member/client sales and service (FG)

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.



  • Aurora, Canada Scotiabank Full time

    Requisition ID: 199438Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the roleWhat your role will be…Financial AdvisorAt Scotiabank we help employees build their futures – where they can be themselves, and win together. With a commitment to diversity and inclusion and a performance-oriented...


  • Aurora, Canada Scotiabank Full time

       Requisition ID: 199438Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the roleWhat your role will be…Financial AdvisorAt Scotiabank we help employees build their futures – where they can be themselves, and win together. With a commitment to diversity and inclusion and a...


  • Aurora, Canada Scotiabank Full time

    Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Requisition ID: 199438Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role What your role will be…Financial AdvisorAt Scotiabank we help employees build their futures – where they can be...


  • Aurora, Canada Scotiabank Full time

    Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Requisition ID: 199438Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role What your role will be…Financial AdvisorAt Scotiabank we help employees build their futures – where they can be...


  • Aurora, Canada Scotiabank Full time

    Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Requisition ID: 199438Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role What your role will be…Financial AdvisorAt Scotiabank we help employees build their futures – where they can be...

  • Insurance Advisor

    3 weeks ago


    Aurora, Canada Aleem Ravji Insurance and Financial Services Full time

    Insurance Advisor - Desjardins Agent Team Member Location: Barrie, OnType: Full TimePosition Overview:Are you outgoing and customer-focused? Do you enjoy working with the public? Do you crave a meaningful career and embrace change? If you answered yes to these questions, working for a Desjardins Agent may be the career for you!Desjardins is the largest...

  • Insurance Advisor

    2 months ago


    Aurora, Canada Westland Insurance Ltd. Full time

    We’re searching for an Insurance Advisor in our VIP department. Are you searching for new possibilities? Westland Insurance Group Ltd is growing and has a new opportunity for an Insurance Advisor in our Aurora, Ontario office. Do you love to talk about insurance and provide exceptional client service? If so, you will love working for Westland! We are...


  • Aurora, Canada Westland Insurance Ltd. Full time

    We’re searching for an Insurance Advisor, Commercial. Are you searching for new possibilities? Westland Insurance Group Ltd. has an exciting opportunity for a Insurance Advisor, Commercial in our Aurora office. Are you looking for growth in your career, building a team, developing and mentoring staff? If so, we want to hear from you. We are looking for a...


  • Aurora, Canada Westland Insurance Ltd. Full time

    We’re searching for an Insurance Advisor, Commercial. Are you searching for new possibilities? Westland Insurance Group Ltd. has an exciting opportunity for a Insurance Advisor, Commercial in our Aurora office. Are you looking for growth in your career, building a team, developing and mentoring staff? If so, we want to hear from you. We are looking for a...

  • Claims Advisor

    3 weeks ago


    Aurora, 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...

  • Claims Advisor

    2 months ago


    Aurora, 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...

  • Associate

    1 week ago


    Aurora, Canada Royal Bank of Canada Full time

    **Job Summary** Associate What is the opportunity? The RBC Dominion Securities branch located in Newmarket is seeking an Associate to provide administrative support. You will provide quality client service and help deepen relationships with existing clients through ongoing, efficient support to both clients and the Advisor Team. **What will you do?** -...

  • Associate

    6 days ago


    Aurora, Canada Royal Bank of Canada Full time

    **Come Work with Us!** At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose. Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work...


  • Aurora, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?** RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm. We are committed to helping our clients build financial success through a personalized approach that draws on the full resources of RBC Wealth Management. The RBC Dominion Securities branch located in Aurora, ON is...

  • Recovery Analyst

    2 months ago


    Aurora, 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...


  • Aurora, 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...


  • Aurora, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionWhat is the opportunity?RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm. We are committed to helping our clients build financial success through a personalized approach that draws on the full resources of RBC Wealth Management.The RBC Dominion Securities branch located in Aurora, ON...


  • Aurora, Canada RBC - Royal Bank Full time

    Job SummaryJob DescriptionWhat is the opportunity?RBC Dominion Securities is Canada's leading full-service investment and wealth management firm. We are committed to helping our clients build financial success through a personalized approach that draws on the full resources of RBC Wealth Management.The RBC Dominion Securities branch located in Aurora, ON is...


  • Aurora, Canada Canada Policy Experts Full time

    Canada Policy Experts (CPE) is modernizing the way life insurance is sold in Canada. We help our customers get coverage from the comfort of their homes. We have thousands of customers across Canada. To meet the growing demand, we're looking for a Customer Service Manager to work remotely! If you're looking to build a career in the life insurance industry,...

  • Communications Advisor

    2 months ago


    Aurora, 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...