Financial advisor

7 days ago


Québec, Quebec, Canada Desjardins Group Full time
Remote Type: The work arrangement for the position is hybrid work.

Locations: Rouyn-Noranda, Mistissini, 24, rue Ontario, Notre-Dame-du-Nord, 1, rue Notre-Dame Ouest, Lorrainville, 60, place du Commerce, Matagami.

Time Type: Full time.

Posted On: Posted 27 Days Ago.

Job Requisition ID: R2101826.

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 to offer the highest quality financial solutions tailored to their needs.

Main Position in the Caisse Network:

Wealth Management Advisor: Meet the needs of members by developing strategies and offering investment, financing, and insurance products.

More Key Positions and Brief Descriptions of Opportunities:

1. Advisory Agent - Member and Client Experience: Support members and clients by telling them about existing applications and technological tools that can help them do transactions and operations on their own.
2. Financial Services Agent: Work in collaboration with personal finance advisors and improve the service offered to members (administrative / sales / service).
3. Personal Financial Advisor: Attend to members' investment and financing needs while ensuring quality service.

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.

Skills: Action-oriented, Collaborates, Communicates effectively, Customer Focus, Innovation, Interpersonal Savvy.

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).

About Us

Desjardins Group is the largest cooperative financial group in North America. We're the choice for over 52,000 employees and we're named one of Canada's top employers by Mediacorp and Forbes. We offer a full range of financial products and services and share our expertise in personal services, business services, wealth management, life and health insurance, and property and casualty insurance.

Pursuing a career at Desjardins means being part of an organization that puts people first.

#J-18808-Ljbffr

  • Québec, Quebec, Canada Sun Life Financial Full time

    SUN LIFE FINANCIAL ADVISORApplyLocation: Quebec, QuebecTime Type: Full timePosted On: Posted 2 Days AgoJob Requisition ID: JR00034454You 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 colleagues - experts in their fields - who are eager to...


  • Québec, Quebec, Canada National Bank Full time

    Succeed as an Financial Services Advisor at National Bank and unlock your potential in the exciting field of financial planning. This role offers the chance to develop your skills in advising clients, creating business development opportunities, and contributing to portfolio results.You'll be part of a large established company with flexible working...


  • Québec, Quebec, Canada iA Financial Group Full time

    Other Possible Location(s): Montreal, QuebecJob category: Customer Service and Administrative SupportAre you passionate about data and looking for your next challenge in data governance? Are you known for your leadership, communication skills, and autonomy? The Data Strategy, Governance, and Analytics department is seeking a Strategic Advisor in Data...


  • Québec, Quebec, Canada Desjardins Group Full time

    About the RoleThis position offers an exciting opportunity to work with a collaborative team at Desjardins Group. As a Wealth Management Advisor, you will be responsible for developing financial solutions tailored to the needs of our members.Main ResponsibilitiesYour primary responsibility will be to meet the needs of our members by developing investment,...


  • Québec, Quebec, Canada iA Financial Group Full time

    - Other Possible Location(s): Montreal, Quebec; Toronto, Ontario- Job category: Marketing and CommunicationQuebec / Montreal / Temporary 12-Month MandateSUMMARY OF RESPONSIBILITIESDo you enjoy developing marketing strategies and executing positioning, promotion, and product commercialization activities? Are you known for your business acumen, leadership,...


  • Québec, Quebec, Canada iA Financial Group Full time

    Are you ready to take on new challenges with a team of professionals in a dynamic and new environment? Are you a good communicator, with leadership and a service mentality? If you are motivated to contribute to the company's integrated risk management culture, find out more about this opportunity nowWe are looking for a Regulatory Risk Management Advisor to...


  • Québec, Quebec, Canada iA Financial Group Full time

    Are you ready to take on new challenges with a team of professionals in a dynamic and new environment? Are you a good communicator, with leadership and a service mentality? If you are motivated to contribute to the company's integrated risk management culture, find out more about this opportunity nowWe are looking for a Regulatory Risk Management Advisor to...


  • Québec, Quebec, Canada IGM Financial Full time

    IG Wealth Management is a leading provider of financial planning and investment management services to Canadians. We are committed to delivering exceptional client experiences and building long-term relationships with our clients.We are seeking a highly skilled and experienced Financial Planning and Growth Specialist to join our team. This role will involve...

  • Financial Advisor

    3 weeks ago


    Québec, Quebec, Canada Scotiabank Full time

    Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.About the roleAs an Investment & Personal Banking Specialist you are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, your focus is to provide exceptional service throughout...


  • Québec, Quebec, Canada National Bank Full time

    A career as a Financial Operations Associate at National Bank presents a valuable opportunity to work in harmony with clients and colleagues. In this role, you will collaborate closely with wealth advisors to deliver exceptional client service that yields long-term benefits for our clients within the Gaudreau Team.Your Key Responsibilities:Provide...


  • Québec, Quebec, Canada iA Financial Group Full time

    iA Financial Group is a Canadian leader in the financial services industry, providing insurance, savings, and wealth management solutions to over five million clients and 50,000 advisors. We are committed to delivering exceptional service and support to our clients and partners.We are seeking a Senior Product Development Specialist to join our team in the...


  • Québec, Quebec, Canada RBC Life Insurance Company Full time

    What is the opportunity? We are looking for self-motivated, highly driven and entrepreneurial individuals to join our Field Sales team at RBC Insurance. As an accredited Life & Wealth Advisor (HLLQP / LLQP) you provide integrated life insurance planning and advice to your existing network of referrals and new RBC client acquisitions. Your drive to understand...


  • Québec, Quebec, Canada National Bank Full time

    As a Banking Advisor at the National Bank, you will have the opportunity to live your ambitions and make a positive impact on people's lives. In this versatile and varied role, you will be responsible for helping our clients achieve their financial goals. Your primary responsibilities will include greeting clients and answering their questions, helping them...


  • Québec, Quebec, Canada National Bank Full time

    Company OverviewNational Bank Financial - Wealth Management is a leading investment brokerage firm in Canada. With close to 1,000 investment advisors and over 400,000 clients across 100 branches, we offer a unique opportunity for professionals to make a meaningful impact.Your RoleIn this dynamic role, you will work closely with wealth advisors to deliver...


  • Québec, Quebec, Canada National Bank Full time

    About the RoleAs an Investment Advisory Service Associate at National Bank, you will have the opportunity to develop your understanding of client needs, advisory skills, and knowledge of financial planning while contributing to portfolio results.Your key responsibilities include:Working closely with assigned financial planners to support clients in their...


  • Québec, Quebec, Canada Manulife Financial Full time

    Role OverviewThe Strategic Retail Account Director is a key position responsible for driving growth and success in retail accounts within the Quebec Market. This role oversees the development and execution of strategies to maximize sales opportunities and ensure efficient support models.Main ResponsibilitiesManage and oversee components of our retail account...


  • Québec, Quebec, Canada National Bank Full time

    Financial Services LeadershipThe Lead Financial Services Manager position at National Bank offers a unique opportunity to lead a team of experienced advisors and contribute to the success of our organization. As a key leader, you will be responsible for driving business growth, developing strategic partnerships, and mentoring staff members to achieve their...


  • Québec, Quebec, Canada National Bank Full time

    The Opportunity">This is an exciting opportunity to work as a Senior Financial Planner at National Bank and make a positive impact on people's lives.You will be part of a dynamic team that stands out for its courage, entrepreneurial culture, and passion for people.National Bank's mission is to have a positive impact on peoples' lives, and our core values of...

  • Insurance Advisor

    5 days ago


    Québec, Quebec, Canada Firefly Transformation Solutions Full time

    Job DescriptionThis role will involve providing expert advice and information on insurance coverage for rental vehicles, with a focus on damage and theft protection. The successful candidate must reside in Quebec and have excellent communication skills.Answer incoming calls in a professional manner.Demonstrate a thorough understanding of regulatory...


  • Québec, Quebec, Canada iA Financial Group Full time

    At iA Financial Group, we are seeking a Digital Marketing Strategy Lead to join our team in the Group Insurance and Savings Solutions division. As a key player in the financial services industry, we pride ourselves on supporting the growth of our clients and advisors.The ideal candidate will have 8 years of experience in a similar role, with a strong...