Advisor, Investment and Financing

3 days ago


Mascouche, Canada Desjardins Full time

The work mode arrangement for the position is full-time on site.📣 Many opportunities are currently available in the Lanaudière 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 serviceDeveloping strategies and offering investment, financing and insurance products.Manage 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 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 equipmentWhat 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.



  • Mascouche, Quebec, Canada Desjardins Full time

    The work mode arrangement for the position is full-time on site. Many opportunities are currently available in the Lanaudière 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...


  • Mascouche, Quebec, Canada Desjardins Full time

    As 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...

  • Banking Advisor

    7 days ago


    Mascouche, Canada National Bank of Canada Full time

    Youtube Video 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 experience for branch clients. This role...

  • Banking advisor

    7 days ago


    mascouche, Canada National Bank Full time

    Youtube Video 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 experience for branch clients. This role...

  • Banking advisor

    1 week ago


    Mascouche, Canada National Bank Full time

    Youtube Video 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 experience for branch clients. This role...

  • Banking advisor

    2 weeks ago


    Mascouche, Canada Banque Nationale du Canada Full time

    Area(s) of interest: Advisory services, Personal banking Location(s): Mascouche 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...

  • Banking advisor

    2 weeks ago


    Mascouche, Canada Banque Nationale du Canada Full time

    Area(s) of interest: Advisory services, Personal banking Location(s): Mascouche 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...


  • Mascouche, Canada Scotiabank Full time

    Requisition ID: 159067 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: **What you’ll be doing** Our Advisors are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, the focus is to provide exceptional...


  • Mascouche, Quebec, Canada Desjardins Full time

    As 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...


  • Mascouche, Canada RBC Full time

    Job DescriptionSuccessful candidates must offer and maintain mobility between the branch locations listed in the Job Available at Other Locations section of this job posting. As part of RBC's commitment to providing exceptional client service and achieving its business objectives, the ability and willingness to travel or work from any RBC location listed in...