Talent.com
Advisor, Investment and Financing
Advisor, Investment and FinancingDesjardins • Laval
Advisor, Investment and Financing

Advisor, Investment and Financing

Desjardins • Laval
30+ days ago
Job type
  • Full-time
Job description

Many opportunities are currently available in Laval 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.

Create a job alert for this search

Advisor, Investment and Financing • Laval

Similar jobs

Senior Advisor Third Party Governance - laval

National Banklaval, qc, ca
Full-time

A career as a Senior Advisor in third Party Governance in the residential financing team at National Bank means acting as a specialist in governance, accreditation and strategic management of exter...Show more

 • Promoted

Senior Private Wealth Investment Advisor

CI FinancialDorval, QC, CA
Full-time

Une société de conseil en gestion recherche un conseiller en placement pour son équipe Clientèle privée à Dorval.Dans ce rôle, vous travaillerez avec des clients possédant des actifs de plus de 3 m...Show more

 • Promoted

Investment Advisor

iA Groupe Financier- Centropolis LavalLaval, Qc
Full-time

Become a successful entrepreneur?.Play a defining role in people's lives?.To be recognized for your consulting service?.Go ahead, take charge of your professional future!.Becoming a financial secur...Show more

 • Promoted

Advisor - Financière Sun Life

Financière Sun Lifelaval, qc, ca
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

 • Promoted

Private Wealth Investment Advisor

CI Financial Corp.Dorval, QC, CA
Full-time

Une entreprise de services financiers dynamique située à Dorval, QC, recherche un conseiller en placement pour rejoindre son équipe.Le candidat sélectionné travaillera avec une clientèle d'actifs s...Show more

 • Promoted

Strategic Investment & Advisor Growth Lead

Société Financière ManuvieMontreal (administrative region), QC, CA
Full-time

A leading financial services company in Montreal seeks a Business Development Manager to enhance its investment strategies.The role involves collaborating closely with regional leads and managing r...Show more

 • Promoted

Advisor, Total Fund Solutions

PSP’s Private Debt & Credit Investment (PDCI) groupMontreal, Montreal (administrative region), CA
Full-time

We’re one of Canada’s largest pension investors, with CAD$299.Headquartered in Ottawa, PSP Investments has its principal business office in Montréal and offices in New York, London and Hong Kong.Ca...Show more

 • Promoted

Private Client Advisor / Wealth Advisor /Investment Specialist

TalentSphere Staffing SolutionsMontreal, Montreal (administrative region), CA
Full-time

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

 • Promoted

Investment Advisor for Client Relations

BMOMontreal (administrative region), QC, CA
Full-time

Enhance client relationships as an Associate Investment Advisor.Deliver tailored investment advice, portfolio reviews, and support growth initiatives in a collaborative environment.In this client-f...Show more

 • Promoted

Investment Advisor

MercorMontreal (administrative region), QC, CA
Part-time

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

 • Promoted

Investment Advisor

Marketers on DemandMontreal (administrative region), QC, CA
Full-time

MoD is currently seeking an experienced.This is an excellent opportunity for Advisors with an existing book of business who are looking to join a mission-driven firm with a growing brand and strong...Show more

 • Promoted

Wealth Advisor

National Bank of CanadaMontreal (administrative region), QC, CA
Full-time

A career as a Wealth Advisor in the Exclusive Remote Advisory Services team at National Bank means helping our clients achieve their life goals.This job allows you to have a positive impact on our ...Show more

 • Promoted

Senior Advisor in Mergers and Acquisitions for Dynamic Growth

Raymond Chabot Grant ThorntonMontreal (administrative region), QC, CA
Full-time

Elevate your career as a Senior Advisor in Mergers and Acquisitions.Collaborate with entrepreneurs and executives to drive impactful transactions in a flexible work environment.This role is ideal f...Show more

 • Promoted

Licensed Investment Advisor Assistant

The Mullings Groupsaint-esprit, qc, ca
Full-time

The Mullings Group has been retained by our client, Haywood Securities, in the search for a seasoned.Licensed Investment Advisor Assistant.This is a career-track position for a professional who thr...Show more

 • Promoted

Finance Partnering - Finance Advisor

RocheLaval (administrative region), QC, CA
Full-time

Relocation benefits are not provided for this role.Aviseur financier - Partenariat financier.At Roche you can show up as yourself, embraced for the unique qualities you bring.Our culture encourages...Show more

 • Promoted

Investment Advisor

National Banklaval, qc, ca
Full-time

As an Investment Advisor at the National Bank call centre, you'll live up to your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues.Through y...Show more

 • Promoted

Licensed Investment Advisor Assistant - The Mullings Group

The Mullings Groupsaint-esprit, qc, ca
Full-time

The Mullings Group has been retained by our client, Haywood Securities, in the search for a seasoned.Licensed Investment Advisor Assistant.This is a career-track position for a professional who thr...Show more

 • Promoted

Hybrid Finance Partnering Advisor | FP&A for Healthcare

F. Hoffmann-La Roche AGMontreal (administrative region), QC, CA
Full-time

A leading pharmaceutical company in Greater Montreal Area is seeking a Finance Partnering - Finance Advisor to provide financial support and expertise for reporting, analysis, and auditing function...Show more