📍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 • Caisse Desjardins Ukrainienne de Montréal
Job Description - Investment Advisor Assistant (Evergreen) (2403516).Canada’s leading independent investment dealer offering high quality investment products and services to Canadians seeking custo... Show more
Excellent opportunity to represent Canada's most trusted financial services company.Offer financial services, advice, and products to clients.Exceptional training and coaching.Sun Life Financial ad... Show more
Canadian-owned investment firm managing more than $8 billion in assets with nearly 400 employees across 13 offices nationwide.Founded on trust, experience and ambition, Ventum prioritizes excellenc... Show more
Do you excel at building and managing long-term client relationships? Have you ever thought of running your business with the security and reputation of RBC backing you? RBC Dominion Securities is ... Show more
A leading AI data company is inviting experienced finance professionals to join their expert network as Senior Finance Consultants.This opportunity involves reviewing comprehensive financial docume... 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
Mercor connects elite creative and technical talent with leading AI research labs.Headquartered in San Francisco, our investors include Benchmark, General Catalyst, Peter Thiel, Adam D'Angelo, Larr... 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
Become a Senior M&A Associate, building and managing a diverse software portfolio.This ownership role emphasizes sourcing acquisitions while nurturing long-lasting relationships.Your primary focus ... 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
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
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
Innocap is the world’s leading firm of managed account platform services.With over US$100 billion in assets under management, over 500 employees and offices in five countries, we are shaping the fu... Show more
Req#JR00034450 FC096 Pointe-Claire.Financial advisors love to build long-term relationships with people and help them plan financially for the various stages of life.They make an impact in their co... 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
TELUS Health is empowering every person to live their healthiest life.Guided by our vision, we are leveraging the power of our leading edge technology and focusing on the uniqueness of each individ... 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
PSP Investments is hiring a Senior Advisor for Portfolio Risk Management, focusing on comprehensive risk analysis and communication in a hybrid work environment.Drive advancements in risk framework... 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
){kind=logo}
