Financial advisor
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.
Main position in the caisse network :
Wealth Management Advisor. Meet the needs of members by developing strategies and offering investment, financing and insurance products.
More key positions and brief descriptions of opportunitie :
Advisory Agent - Member and Client Experience. Support members and clients by telling them about existing applications and technological tools that can help them do transactions and operations on their own.
Financial Services Agent. Work in collaboration with personal finance advisors and improve the service offered to members (administrative / sales / service).
Personal Financial Advisor. Attend to members’ investment and financing needs while ensuring quality service
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.
Curious to see your future colleagues in action?
LI-Hybrid
The Financial Advisor Opportunity
At IG Wealth Management, you build your practice on your terms – working directly with clients to develop relationships, provide comprehensive financial plans, and help them achieve financial confidence with their life-long financial goals. The Financial Advisor Opportunity. Becoming a financial adv...
Senior Advisor, Economic and Financial Assessment
Our Research & Planning Analytics Office is seeking a Senior Advisor, Planning Analytics to provide planning analysis and advice in the development of quantitative methods and strategies related to Metrolinx initiatives and to coordinate and manage projects, research, data, and studies. Guiding and ...
Financial advisor
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 tai...
The Financial Advisor Opportunity
At IG Wealth Management, you build your practice on your terms – working directly with clients to develop relationships, provide comprehensive financial plans, and help them achieve financial confidence with their life-long financial goals. Today we deliver financial planning&nbs...
Merrill Financial Solutions Advisor - Northeast Ohio Market
Provides tailored and personalized advice to clients through reviews and presentations, including assessing financial goals and recommending investment advisory strategies Communicates solutions to clients that are best suited for their financial needs, such as core Banking, and Investment and Life ...
Financial Advisor
Financial Advisor - The Bulfinch Group. Join our growing team as a Financial Advisor! Having a career that allows you to make a meaningful impact doesn’t mean you need to sacrifice earning potential or work-life balance. Benefits for the Financial Advisor (Sales):. Qualifications for the Financial A...
Financial Security Advisor, Insurance
As an accredited Life & Wealth Advisor (HLLQP/LLQP) you provide integrated life insurance planning and advice to your existing network of referrals and new RBC client acquisitions. Connect with clients through discovery to better understand their life events and offer comprehensive insurance and fin...
Financial Advisor
As financial advisors, you'll assist clients in identifying and achieving their financial goals, prepare and verify financial plans for accuracy, ensuring alignment with our clients' long-term objectives. You will offer a comprehensive suite of financial products and services from our portfolio, inc...
Short-term Financial Advisor
Have a thorough understanding of the Financial Advisory and Intermediary Services (FAIS) Act and Financial Intelligence Centre Act (FICA). Our client is looking for a dynamic and results-oriented Short-Term Financial Advisor to join their team. Offering expert advice on finance, retirement planning,...
Financial Advisor
Provide sound financial recommendations to help ensure financial security for clients, and motivate clients to take action and implement recommendations. We offer the freedom to run your own financial services practice with the support of a Fortune 250 Company behind you. Our representatives offer c...