📍Many opportunities are currently available in the greater Montreal 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
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.
Advisor, Investment and Financing • Ouest de Montréal,Caisse Desjardins du Sud
Many opportunities are currently available in the greater Montreal area.As an advisor, investment and financing, you will be attentive to what our members and clients are saying to better understan... Voir plus
A leading data platform is seeking senior finance consultants to provide insights into corporate strategy and research on a remote advisory basis.Ideal candidates will have proven executive experie... Voir plus
Job Description - Investment Advisor Assistant (Evergreen) (2403516).Canada’s leading independent investment dealer offering high quality investment products and services to Canadians seeking custo... Voir plus
Canadian-owned investment firm managing more than $8 billion in assets with nearly 400 employees across 13 offices nationwide.Founded on trust, experience and ambition, Ventum prioritizes excellenc... Voir plus
Titre: Associé Conseiller en Investissement.Grande opportunité de rejoindre l'une des équipes d'investissement à la croissance la plus rapide au Canada ! Opportunité d'acquérir un portefeuille d'af... Voir plus
Private Client Advisor / Wealth Advisor / Investment Specialist.Salary: $180,000 - $250,000 Yr 1 (base plus uncapped commissions and bonus structure, benefits and career growth).Industry: Financial... Voir plus
Enhance client relationships as an Investment Associate in Montreal, Quebec.Collaborate with advisors to innovate client service and enrich business development initiatives.In this impactful role, ... Voir plus
Mercor connects elite creative and technical talent with leading AI research labs.Headquartered in San Francisco, our investors include Benchmark, General Catalyst, Peter Thiel, Adam D'Angelo, Larr... Voir plus
Join Independent Network as a Client-Focused Investment Advisor in Montreal, QC, emphasizing bilingual communication and portfolio support.Drive service excellence within a hybrid work environment.... Voir plus
Become a Senior M&A Associate, building and managing a diverse software portfolio.This ownership role emphasizes sourcing acquisitions while nurturing long-lasting relationships.Your primary focus ... Voir plus
Transform your career as a Private Client Advisor focusing on acquiring high-net-worth clients.This fully remote opportunity features an uncapped commission structure, warm leads, and no ongoing se... Voir plus
This range is provided by Mercor.Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.Financial Advisors to collaborate with a top AI research lab.In... Voir plus
Embark on an enriching journey as a Wealth Advisor with CC&L Private Capital, a prestigious firm dedicated to discretionary investment management.Build trust with clients while achieving their fina... Voir plus
Shape financial strategies at Squarepoint as an FP&A Professional.This role calls for a strong understanding of financial modelling principles and expertise in performance management tools.As part ... Voir plus
Become a Senior Alternatives Investment Leader at Mercer, hybrid working in Toronto or Montreal.Spearhead investment strategies in hedging, real estate, and more while mentoring a dynamic team.This... Voir plus
Temporary – 2-year mandate with possibility of renewal.DAY; MONDAY to FRIDAY - 08:30 to 16:30.Administration, Finance, 1333 BOUL CHOMEDEY OFFICE 601 A/S ADMINISTRATION OF SERVICE, FINANCE LAVAL H7V... Voir plus
A public audiovisual organization in Montreal seeks a finance professional to assist with budget preparation, compliance, and financial reporting.Candidates should have a university degree in finan... Voir plus
You 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 f... Voir plus
PSP Investments is hiring a Senior Advisor for Portfolio Risk Management, focusing on comprehensive risk analysis and communication in a hybrid work environment.Drive advancements in risk framework... Voir plus
A financial services institution in Montreal is seeking a Director Alternatives Specialist.The role involves representing alternative investment strategies and collaborating with sales teams to enh... Voir plus
){kind=logo}
