Advisor, Investment and Financing

Join to apply for the Advisor, Investment and Financing role at Desjardins

Several opportunities are currently available in the Laurentides region.

Requirements

• Attend to members’ investment and financing needs while ensuring quality service
• Develop strategies and offer 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

No matter what your career path or formal training may be, if you’ve always wanted to work in the financial sector, now is the time to apply! Desjardins offers a training institute (DCI) that provides the training needed to pursue a career that fits your skills, goals, and education.

Desjardins believes in equity, diversity, and inclusion. We are committed to welcoming, respecting, and valuing people for who they are as individuals, learning from differences, and providing a positive workplace for all. We have zero tolerance for discrimination of any kind.

If there’s something we can do to 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)

Seniority Level

Entry level

Employment Type

Full-time

Job Function

Finance and Sales

Industry

Banking