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Advisor, Investment and Financing
full-time•Mont-Tremblant, Rennes, Rosemère, Saint-Sauveur, Blainville, Mont-Laurier

Summary

Location

Mont-Tremblant, Rennes, Rosemère, Saint-Sauveur, Blainville, Mont-Laurier

Type

full-time

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About this role

Several opportunities are currently available in the Laurentides region. 📍

As a financial services professional, you're attentive to the needs of our members and clients. You look for ways to support their financial well-being in every situation. You provide excellent customer service and high-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

 Benefits apply based on eligibility criteria.

What you bring to the table

No matter what your career path or formal training may be, if you've always wanted to work in the financial sector, now is the time to apply! Our recruiters will be in touch to identify the best opportunity for you that meets your career goals. Desjardins has a training institute (DCI) that offers you a unique opportunity to get the training you need to pursue a career that's the perfect fit for your skills, goals and education.

At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should reflect the diversity of the members, clients and communities we serve.

If there's something we can do to help make the recruitment process or the job you're applying for more accessible, let us know. We can provide accommodations at any stage in the recruitment process. Just ask!

Job Family

Member/client sales and service (FG)

Other facts

Tech stack
Customer Service,Financial Solutions,Investment Products,Financing Products,Insurance Products,Business Relationships,Member Satisfaction,Service Quality,Market Trends,Financial Services

About Desjardins

Desjardins Group is the largest cooperative financial group in North America and the fifth largest cooperative financial group in the world, with assets of $435.8 billion as at March 31, 2024. It was named one of Canada's Best Employers by Forbes magazine and by Mediacorp. To meet the diverse needs of its members and clients, Desjardins offers a full range of products and services to individuals and businesses through its extensive distribution network, online platforms and subsidiaries across Canada. Ranked among the world's strongest banks according to The Banker magazine, Desjardins has some of the highest capital ratios and credit ratings in the industry and the first according to Bloomberg News.

Team size: 10,001+ employees
LinkedIn: Visit
Industry: Banking

What you'll do

  • Attend to members’ investment and financing needs while ensuring quality service. Develop strategies and offer investment, financing, and insurance products.

Ready to join Desjardins?

Take the next step in your career journey

Frequently Asked Questions

What does a Advisor, Investment and Financing do at Desjardins?

As a Advisor, Investment and Financing at Desjardins, you will: attend to members’ investment and financing needs while ensuring quality service. Develop strategies and offer investment, financing, and insurance products..

Why join Desjardins as a Advisor, Investment and Financing?

Desjardins is a leading Banking company.

Is the Advisor, Investment and Financing position at Desjardins remote?

The Advisor, Investment and Financing position at Desjardins is based in Mont-Tremblant, Quebec, Canada and Rennes, Brittany, France. Contact the company through Clera for specific work arrangement details.

How do I apply for the Advisor, Investment and Financing position at Desjardins?

You can apply for the Advisor, Investment and Financing position at Desjardins directly through Clera. Click the "Apply Now" button above to start your application. Clera's AI-powered platform will help match your profile with this opportunity and guide you through the application process. You can also learn more about Desjardins on their website.