Talent.com
Advisor, Investment and Financing
Advisor, Investment and FinancingDesjardins Group • Rosemère, Laurentides, CA
No longer accepting applications
Advisor, Investment and Financing

Advisor, Investment and Financing

Desjardins Group • Rosemère, Laurentides, CA
30+ days ago
Job type
  • Full-time
Job description

Overview

Several opportunities are currently available in the Laurentides region. ?

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 service and high-quality financial solutions tailored to their needs. More specifically, you will be required to:

Responsibilities

  • 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.

Benefits

  • 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! Our recruiters will be in touch to identify the best opportunity for you that meets your career goals. Desjardins has a training institute (DCI) that offers you a unique opportunity to get the training you need to pursue a career that's the perfect fit for your skills, goals and education.

#LI-Hybrid

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 • Rosemère, Laurentides, CA

Similar jobs
Chief of Staff

Chief of Staff

SMB Deal Hunter • saint-esprit, qc, ca
Full-time
Remote (North America) · Full-Time.SMB Deal Hunter is the go-to platform for entrepreneurs and investors buying small businesses.Our members have collectively closed over $150M in acquisitions in t...Show more
Last updated: 8 days ago • Promoted
Bilingual Senior Life Underwriter

Bilingual Senior Life Underwriter

Empire Life • saint-esprit, QC, ca
Full-time +2
Bilingual Senior Life UnderwriterLocation: Any Canadian Location, CAEmpire Life is looking to hire a Senior Bilingual Underwriter to join our Retail Underwriting team! We are actively seeking candi...Show more
Last updated: 30+ days ago • Promoted
Feasibility Analytics Lead - ICON Strategic Solutions

Feasibility Analytics Lead - ICON Strategic Solutions

ICON Strategic Solutions • saint-esprit, qc, ca
Full-time
ICON Strategic Solutions is currently hiring for a Feasibility Analytics Lead role with one of our larger sponsor dedicated programs.This role will be responsible for providing the study team with ...Show more
Last updated: 8 days ago • Promoted
TCS BaNCS SME - Asset Servicing - LW Consulting

TCS BaNCS SME - Asset Servicing - LW Consulting

LW Consulting • saint-esprit, qc, ca
Temporary
We are looking for a SME to assist with a Canadian bank with their TCS BaNCS implementation.The candidate will have had successful implementation experience paired with strong business operations k...Show more
Last updated: 18 days ago • Promoted
Guidewire Development Lead - PolicyCenter - saint-esprit

Guidewire Development Lead - PolicyCenter - saint-esprit

Techaxis, Inc • saint-esprit, qc, ca
Full-time
Job Title: Guidewire Development Lead Policy Center.Only, Canadian citizens willing to relocate to the U.Compensation: Base + Bonus + Benefits.Work Authorization: Only Canadian Citizens.Role is bas...Show more
Last updated: 14 days ago • Promoted
Client Engagement Manager

Client Engagement Manager

CyberClan • saint-esprit, QC, ca
Full-time +1
Client Engagement ManagerCyberClan provides enterprise security, and human response to small and midsize enterprises and channel partners through comprehensive risk assessment services, 24/7/365 ma...Show more
Last updated: 30+ days ago • Promoted
Associate director, M&A (Global role – in a virtual working environment) - Grant Thornton International Ltd

Associate director, M&A (Global role – in a virtual working environment) - Grant Thornton International Ltd

Grant Thornton International Ltd • saint-esprit, qc, ca
Full-time
Grant Thornton is one of the world’s leading professional services networks with member firms in 150 markets, 80,000 people and global revenues of $8.Member firms offer audit, tax, and advisory ser...Show more
Last updated: 23 days ago • Promoted
TCS BaNCS SME - Asset Servicing - saint-esprit

TCS BaNCS SME - Asset Servicing - saint-esprit

LW Consulting • saint-esprit, qc, ca
Temporary
We are looking for a SME to assist with a Canadian bank with their TCS BaNCS implementation.The candidate will have had successful implementation experience paired with strong business operations k...Show more
Last updated: 18 days ago • Promoted
Web3 Capital Allocation Partner

Web3 Capital Allocation Partner

Ducashew Trading & Consultancy • saint-esprit, qc, ca
Full-time
DUCASHEW CONSULTANCY is a premier advisory firm headquartered in Dubai, specializing in providing sustainable and efficient business establishment solutions in the UAE.We cater to startups, small b...Show more
Last updated: 2 days ago • Promoted
Salesforce FSC Developer

Salesforce FSC Developer

Xaxis Solutions • saint-esprit, QC, ca
Full-time
We are seeking a skilled Salesforce Financial Services Cloud FSC Developer to design develop and implement scalable Salesforce solutions for financial services use cases The ideal candidate will ha...Show more
Last updated: 2 days ago • Promoted
Coordinator, Advocacy - saint-esprit

Coordinator, Advocacy - saint-esprit

Cystic Fibrosis Canada / Fibrose kystique Canada • saint-esprit, qc, ca
Full-time +1
Full-Time - 12-month contract – Existing position.Anywhere in Canada, preference for Quebec, Toronto or Calgary.Hybrid or remote depends on location.We are committed to a human-centered recruitment...Show more
Last updated: 22 days ago • Promoted
Bilingual Senior Life Underwriter - Empire Life

Bilingual Senior Life Underwriter - Empire Life

Empire Life • saint-esprit, qc, ca
Full-time +2
Bilingual Senior Life Underwriter.Location: Any Canadian Location, CA.Empire Life is looking to hire a Senior Bilingual Underwriter to join our Retail Underwriting team! We are actively seeking can...Show more
Last updated: 30+ days ago • Promoted
Advisor

Advisor

Financière Sun Life • Laval, Qc
Full-time
What’s holding you back from building your ow n business? Take control of your life and determine your ow n success.Enjoy financial independence and work life balance.As a Sun Life Financial adviso...Show more
Last updated: 4 days ago • Promoted
*Team Lead – Mutual Funds / Advisors

*Team Lead – Mutual Funds / Advisors

Recrute Action • Montréal, QC, ca
Full-time +1
Quick Apply
Team Lead – Mutual Funds / Advisors.Drive the performance of a key financial services team: real-time management, KPI optimization, and SLA compliance within a major transformation environment.Stra...Show more
Last updated: 5 days ago
Accepting RFPs: Coastal Restoration Expenditures

Accepting RFPs: Coastal Restoration Expenditures

WWF-Canada • saint-esprit, QC, ca
Full-time
WORLD WILDLIFE FUND CANADA: REQUEST FOR PROPOSAL - TERMS OF REFERENCESeeking expertise in public sector finance to undertake research, develop a written report and supporting excel reference table ...Show more
Last updated: 8 days ago • Promoted
Head of Department

Head of Department

Kraken,, • saint-esprit, QC, ca
Full-time
Company Description We suggest you enter details here.Role Description This is a full-time, remote position for the Head of Department at Kraken.The role involves overseeing department operations, ...Show more
Last updated: 7 days ago • Promoted
Director of Strategic Initiatives - Elevation Capital

Director of Strategic Initiatives - Elevation Capital

Elevation Capital • saint-esprit, qc, ca
Full-time
Elevation Capital is a group of internationally impactful companies spanning consumer packaged goods, hospitality, technology, real estate, non-profit, and venture funding.Run by a highly entrepren...Show more
Last updated: 2 days ago • Promoted
Fundraising Manager

Fundraising Manager

SeekersGuidance - The Global Islamic Academy • saint-esprit, QC, ca
Full-time
SeekersGuidance is looking for experienced remote fundraisers to actively raise funds for our global mission.This role is for people who know how to open doors, build trust, and close donations.You...Show more
Last updated: 26 days ago • Promoted