Talent.com
Desjardins
Advisor, Investment and FinancingDesjardins • Town of Cochrane, AB, Canada
Advisor, Investment and Financing

Advisor, Investment and Financing

Desjardins • Town of Cochrane, AB, Canada
30+ days ago
Job type
  • Full-time
Job description

The work mode arrangement for the position is full-time on site.

Many opportunities are currently available in Ontario.

Required

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

Advanced proficiency of English and French due to the nature of the duties or work tools or because the position involves interactions with English-speaking partners, members and/or clients.

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)

#J-18808-Ljbffr

Create a job alert for this search

Advisor, Investment and Financing • Town of Cochrane, AB, Canada

Similar jobs

Insurance Sales Representative

Combined InsuranceMadden, AB, CA
Full-time

Are you an enthusiastic, results-driven individual with a desire for independence and flexibility in how you manage your workday? Do you want to make a meaningful impact in your community and in th... Show more

 • Promoted

Automotive Sales Product Advisor - Training & Growth

Cochrane ToyotaTown of Cochrane, AB, CA
Full-time

A leading automotive dealership in Cochrane, Alberta is seeking an entry-level Automotive Sales - Product Advisor to provide exceptional customer experiences.The successful candidate will engage wi... Show more

 • Promoted

Personal Care Attendant Home Services Job

Private HouseholdTown of Cochrane, AB, CA
Permanent

Darren is hiring a Personal Care Attendant for home services, focusing on the health and comfort of clients.This full-time role involves essential personal care and household duties.In this permane... Show more

 • Promoted

Advisor, Investment and Financing

DesjardinsTown of Cochrane, AB, CA
Full-time

The work mode arrangement for the position is full-time on site.Many opportunities are currently available in Ontario.As an advisor, investment and financing, you will be attentive to what our memb... Show more

 • Promoted

Investment & Financing Advisor - Client Solutions

DesjardinsTown of Cochrane, AB, CA
Full-time

A leading financial services organization is seeking a full-time advisor to enhance financial health by offering tailored solutions to clients.Your role will involve attending to their investment a... Show more

 • Promoted

Market Research Associate - No Experience

Clubshop | USCochrane, Alberta
Full-time

Discover The System Surveoo That’s Helping Newbies Earn Daily.Turn your free time into daily earnings by answering simple surveys.No product or tech skills needed.Join For Free And Start Earn... Show more

Market Research Panelist - Cashier, Warehouse Friendly

ApexFocusGroupCochrane, Canada
Full-time +1

Position: Market Research Panelist - Cashier, Warehouse FriendlyOur company is looking for qualified candidates to take part in paid national and local focus groups, clinical trials, and market res... Show more

 • Promoted

7-Eleven Cashier and Store Associate

7-ElevenTown of Cochrane, AB, CA
Full-time

Join the team at 7-Eleven as a Cashier and Store Associate.This entry-level position focuses on customer engagement, cash handling, and maintaining efficient store operations.As a Cashier and Store... Show more

 • Promoted

Personal Care Attendant - Home Care

Private HouseholdTown of Cochrane, AB, CA
Full-time +1

Personal Care Attendant – Home Care (Darren).Youth, Persons with disabilities, Indigenous people, Newcomers to Canada, Seniors.Permanent, Full time 44 Hours / Week.Experience: 7 months to less than... Show more

 • Promoted

Plumber Career at AQUATECH Cochrane

Groupe HeliosTown of Cochrane, AB, CA
Full-time

AQUATECH is looking for a qualified Plumber with Red Seal certification in Cochrane.Your expertise in maintenance, repair, and installation will be vital for our water treatment facilities.This rol... Show more

 • Promoted

Human Rights Policy Advisor - Renewable Energy - Spanish Required

Cuso InternationalCochrane, Alberta
Permanent

This Volunteer Placement is Located in:.Tegucigalpa, Francisco Morazán Department, Honduras.Private Spanish lessons can be arranged if necessary.Please submit a Spanish Resume and Statement of Inte... Show more

Automotive Sales - Product Advisor

Cochrane ToyotaTown of Cochrane, AB, CA
Full-time

Automotive Sales - Product Advisor.As a Product Advisor, you’ll be the face of our Toyota dealership—guiding customers through one of the most exciting moments in their lives: choosing their next v... Show more

 • Promoted

Customer-Focused Retail Sales Associate at PetSmart

PetSmartTown of Cochrane, AB, CA
Full-time

Become a Retail Sales Associate at PetSmart and nurture relationships with pet owners! This full time position emphasizes customer service and pet care excellence within the store.PetSmart seeks a ... Show more

 • Promoted

Cashier Opportunities with Your Independent Grocer

Loblaw Companies LimitedTown of Cochrane, AB, CA
Full-time

Contribute to communities as a Cashier at Your Independent Grocer.Focus on delightful customer service and efficient transactions while supporting the shopping experience.This role highlights your ... Show more

 • Promoted

Smart Working even without experience

Clubshop | USCochrane, Alberta
Full-time

Discover The System MyLeadBiz  That’s Helping Newbies Earn Daily.Turn free traffic into  $100+ per day  with this beginner-friendly biz opp strategy.No product or tech skills n... Show more

Complete Online Surveys For Cash (Up to $25/per)

Earn HausCochrane, AB, CA
Full-time +1

Looking for people to participate in taking online surveys for Fortune 500 brands.All you need to do is complete online surveys by sharing your opinion.You will help influence brand decisions on se... Show more

 • Promoted

Earn Cash From Taking Surveys Online

Earn HausCochrane, AB, CA
Full-time +1

Looking for people to participate in taking online surveys for Fortune 500 brands.All you need to do is complete online surveys by sharing your opinion.You will help influence brand decisions on se... Show more

 • Promoted

Retail Sales Associate Full Time

PetSmartTown of Cochrane, AB, CA
Full-time

Retail Sales Associate (Full Time).PetSmart’s Pet Associate is responsible for engaging with pet parents and their pets while providing positive experiences and upholding the company’s vision, miss... Show more