Advisor, Investment and Financing

5 days ago


SainteAnnedesMonts, Quebec, Canada Desjardins Full time $70,000 - $100,000 per year

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)

  • Sainte-Anne-de-Beaupré, Quebec, Canada Desjardins Full time $60,000 - $120,000 per year

    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 their financial...


  • Sainte-Julienne, Quebec, Canada Desjardins Full time $60,000 - $100,000 per year

    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 their financial...


  • Dollard-Des Ormeaux, Quebec, Canada Scotiabank Full time

    Requisition ID: Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture."Please note that Scotiabank offers various investment specialist opportunities. If you are interested in learning more about this role, please review our "Financial Advisor Investment and Retirement planning" postings."What is the role of a...


  • Dollard-Des Ormeaux, Quebec, Canada Brother Canada Full time US$1,500,000 - US$2,500,000 per year

    Company OverviewBrother is a leading provider of home and office equipment, sewing and crafting products, and industrial solutions. With a legacy spanning over 115 years, our brand is renowned for producing award-winning printers, sewing machines, P-touch labelers, and more. Brother Canada was established in 1960, marking over 65 years of operations. Brother...


  • Sainte-Anne-des-Monts, Canada Desjardins Group Full time

    Advisor, Investment and Financing page is loaded## Advisor, Investment and Financingremote type: The work arrangement for the position is full-time on-site worklocations: Sainte-Anne-des-Monts: Caisse populaire Desjardins Mer et montagnes: Caisse Desjardins du Littoral gaspésien: Caisse populaire Desjardins du Centre-sud gaspésien: Caisse...


  • Sainte-Anne-des-Monts, Canada Desjardins Group Full time

    Advisor, Investment and Financing page is loaded## Advisor, Investment and Financingremote type: The work arrangement for the position is full-time on-site worklocations: Sainte-Anne-des-Monts: Caisse populaire Desjardins Mer et montagnes: Caisse Desjardins du Littoral gaspésien: Caisse populaire Desjardins du Centre-sud gaspésien: Caisse...


  • Sainte-Anne-des-Monts, Canada Desjardins Group Full time

    A leading financial services organization in Sainte-Anne-des-Monts is seeking a full-time Advisor for Investment and Financing. The role involves understanding client needs, managing relationships, and providing tailored financial solutions. Ideal candidates should have strong customer service skills and knowledge of the financial market. The position offers...


  • Sainte-Anne-des-Monts, Canada Desjardins Group Full time

    A leading financial services organization in Sainte-Anne-des-Monts is seeking a full-time Advisor for Investment and Financing. The role involves understanding client needs, managing relationships, and providing tailored financial solutions. Ideal candidates should have strong customer service skills and knowledge of the financial market. The position offers...


  • Sainte-Agathe-Des-Monts, Canada Desjardins Full time

    Join to apply for the Advisor, Investment and Financing role at Desjardins. Several opportunities are currently available in the Laurentides region. Required As a financial services professional, you're attentive to the needs of our members and clients. You look for ways to support their financial well-being in every situation. You provide excellent customer...


  • Sainte-Agathe-des-Monts, Canada Desjardins Full time

    Join to apply for the Advisor, Investment and Financing role at Desjardins. Several opportunities are currently available in the Laurentides region. Required As a financial services professional, you're attentive to the needs of our members and clients. You look for ways to support their financial well-being in every situation. You provide excellent customer...


  • Sainte-Thérèse, Canada Desjardins Full time

    Join to apply for the Advisor, Investment and Financing role at Desjardins.Several opportunities are currently available in the Laurentides region.RequiredAs a financial services professional, you're attentive to the needs of our members and clients. You look for ways to support their financial well-being in every situation. You provide excellent customer...


  • Saint-Marc-des-Carrieres, Canada Desjardins Full time

    Join or sign in to find your next jobJoin to apply for the Advisor, Investment and Financing role at Desjardins1 week ago Be among the first 25 applicantsJoin to apply for the Advisor, Investment and Financing role at DesjardinsGet AI-powered advice on this job and more exclusive features.The work mode arrangement for the position is full-time on...


  • Saint-Marc-des-Carrières, Canada Desjardins Full time

    Join or sign in to find your next jobJoin to apply for the Advisor, Investment and Financing role at Desjardins1 week ago Be among the first 25 applicantsJoin to apply for the Advisor, Investment and Financing role at DesjardinsGet AI-powered advice on this job and more exclusive features.The work mode arrangement for the position is full-time on...


  • Sainte-Julie, Canada Desjardins Group Full time

    Several opportunities are currently available in the greater Montérégie region.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...