📍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,Montréal,Récollet,au,Caisse Desjardins de Sault
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
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
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
Be part of a dynamic team as an Investment Management Analyst in a top real estate investment firm.Embrace analytical challenges while impacting strategic investment decisions in a hybrid model.Des... 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
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
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
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... Show more
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... Show more
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 ... 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
Job Description - Investment Advisor Assistant (Evergreen) ).Canada’s leading independent investment dealer offering high quality investment products and services to Canadians seeking customized s... Show more
Transform financial futures as a Senior Wealth Management Advisor focused on mass-affluent clients.Engage in personalized financial strategies to build lasting relationships and guide investment de... Show more
This Volunteer Placement is Located in:.Spanish Level 4-Advanced and English Level 5-Fluent.Please submit a Spanish Resume and Statement of Interest.Open to Canadian Citizens and Permanent Resident... 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
){kind=logo}
