About this role
The work mode arrangement for the position is full-time on site.
Desjardins Financial Security Investments (DFSI) Ottawa has a great opportunity for an experienced Financial Advisor. As an individual advisor, you will contribute to the intake, prospecting, solicitation, development or maintenance of business relationships with members and clients. You offer a service that meets the needs of the clientele according to the strategies and practices in effect. More specifically, you will be required to:
Develop and maintain personalized business relationships with clients in your field
Promote and sell products and services according to the strategies and business objectives, while making the most of your ability to meet our targets
Ensure consistency between sales objectives, sound and prudent risk management, profitability and member and customer satisfaction
Work with a clientele with diversified needs, representing a significant development potential for your sector
Analyze the needs of clients, develop and implement appropriate solutions and present integrated service offers. The nature of the files and of your interventions requires strong knowledge of your sector
Provide advice and support to current and potential clients
Represent and engage the company in client agreements and have opportunities to establish and negotiate terms and conditions for products and services
What we offer
Competitive salary and annual bonus
3 weeks of flexible vacation starting in the first year
Defined contribution pension plan
Group insurance
Advantages apply based on eligibility criteria.
#LI-Onsite #ON08
What you bring to the table
Bachelor's degree in a related field
A minimum of five years of relevant experience
Please note that other combinations of qualifications and relevant experience may be considered
Mutual Funds License and LLQP
Accident Benefits and Sickness License
Trade Union (If applicable)
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)Unposting Date
2026-02-9Other facts
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.
What you'll do
- The Financial Advisor will develop and maintain personalized business relationships with clients, promoting and selling products and services. They will analyze client needs and implement appropriate solutions while ensuring alignment with sales objectives and risk management.
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