Videos - Personal finance advisors

Advisor, Investment and Financing

  • The work arrangement for the position is hybrid work
  • New Liskeard
    Hawkesbury
    Midland
    Matheson
  • Full time
  • Regular position
  • R2500900
  • Job Offer

    The work mode arrangement for the position is full-time on site.

    Many opportunities are currently available in Ontario.

    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

    • Salary range : $57 362 - $81 704 per year
    • 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

    Advanced proficiency of English and French due to the nature of the duties or work tools or because the position involves interactions with English-speaking partners, members and/or clients.

    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.

    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)

    This position is not actually vacant, but your application will be proactively considered for current of future opportunities, based on your profile.

    Desjardins uses tools that incorporate artificial intelligence functionalities to screen or assess applicants as part of the recruitment process for this position.

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    Who we are?

    Desjardins Group is the largest cooperative financial group in North America.We're the choice for over 52,000 employees and we’re named one of Canada’s top employers by Mediacorp and Forbes. We offer a full range of financial products and services and share our expertise in personal services, business services, wealth management, life and health insurance, and property and casualty insurance.

    Pursuing a career at Desjardins means being part of an organization that puts people first.

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