📍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 • nord de Montréal,Caisse Desjardins du Centre
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... Show more
Notre client est une entreprise manufacturière d’environ 200 employés, reconnue pour son expertise et la qualité de ses produits.Établie dans la région de Lanaudière, elle évolue dans un environnem... Show more
A global consulting firm in Montreal is seeking a seasoned Manager specializing in NetSuite to enhance financial advisory services.The role entails managing clients' financial processes, leading Ne... Show more
The work mode arrangement for the position is full-time on site.Many opportunities are currently available in the Lanaudière area.As an advisor, investment and financing, you will be attentive to w... Show more
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... Show more
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.... Show more
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, ... Show more
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... Show more
AI data lab for training frontier models and evaluating AI agents.Experts contribute their diverse subject matter knowledge across domains such as finance, healthcare, STEM engineering, and more.AI... Show more
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... Show more
People-Oriented Leader & Strategic Operations Manager at CU Financial Management Ltd.Whether you’re just starting out, building your wealth, running a business, planning for retirement or want to l... Show more
Become a Sales Development Associate at PICTON Investments and excel in a dynamic role targeting alternative investment solutions.This hybrid setup fosters innovation and teamwork in a performance-... Show more
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... Show more
A leading real estate investment firm located in Canada seeks a Director, Real Estate Investments to oversee financial analysis and manage the investment team.This role involves leading investment ... Show more
Pay at Intact is about much more than just salary.Multiple benefits offered to support.Wellness account and much more.Share plan & other savings: up to.Employee Share Purchase Plan (ESPP) – with In... Show more
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... Show more
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... Show more
Your expertise shapes our business.At the CWB Group, we find fulfillment and inspiration knowing that we are performing meaningful and purposeful work.Every day is a new adventure with opportunitie... Show more
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... Show more
RONIN International is an independent B2B market research company specialising in business, healthcare and tech studies.We are part of the Rippleffect Group (formerly Fat Media Group) and are Compa... Show more
){kind=logo}
