Desjardins Investments jobs
- DesjardinsLévis, QC G6V 7Z9
- Full-time
- The work mode arrangement for the position is full-time on site.
- You will be committed to providing excellent customer service so as to offer the highest…
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View similar jobs with this employerDesjardinsVal-Des-Sources, QC J1T 3Y3- Part-time
- The work mode arrangement for the position is full-time on site.
- As a client financial services agent, you work closely with advisors and provide personalized…
View similar jobs with this employerDesjardinsRimouski, QC G5L 0G6- Full-time
- You will be committed to providing excellent customer service so as to offer the highest quality financial solutions tailored to their needs.
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- DesjardinsLévis, QC G6V 7Z9
- Full-time
- You’re completing a bachelor’s or master’s degree in finance, quantitative finance, portfolio management, financial analysis or another relevant field related…
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- DesjardinsMontréal, QC H1B 1N8
- Full-time
- Experience in analysis and investments to establish links between companies’ financial and ESG performance.
- The team specializes in incorporating environmental,…
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- DesjardinsChibougamau, QC G8P 3B9
- Full-time
- On call
- As a customer service professional, you must be willing and motivated to meet the needs of our members and clients by contributing to their financial health and…
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- DesjardinsQuebec City, QC G3K 1M5
- Full-time
- As a member/client service agent – securities, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients.
View similar jobs with this employerDesjardinsSainte-Marie, QC G6E 3J8- Full-time
- You drive results by recommending investments, loans and insurance products.
- As a personal finance advisor, you’re responsible for developing and maintaining…
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View similar jobs with this employerDesjardinsSainte-Marie, QC G6E 3J8- Full-time
- You drive results by recommending investments, loans and insurance products.
- As a personal finance advisor, you’re responsible for developing and maintaining…
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- DesjardinsRouyn-Noranda, QC
- Full-time
- You drive results by recommending investments, loans and insurance products.
- As a personal finance advisor, you’re responsible for developing and maintaining…
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View similar jobs with this employerDesjardinsSherbrooke, QC- Full-time
- You drive results by recommending investments, loans and insurance products.
- As a personal finance advisor, you’re responsible for developing and maintaining…
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- DesjardinsQuebec City, QC G3K 1M5
- Full-time
- You offer financial services and provide advice on savings, investments and everyday financial transactions.
- Identify and analyze member and client needs, and…
- DesjardinsSainte-Anne-des-Monts, QC G4V 1A3
- Full-time
- The work mode arrangement for the position is full-time on site.
- As a Control, Risk and Compliance Analyst, you help managers apply and carry out internal…
- DesjardinsMontréal, QC H1B 1N8
- Full-time
- As a client financial services agent, you support advisors in service delivery and the maintenance of business relationships by offering simple and fast…
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- DesjardinsTrois-Rivières, QC G9A 2C7
- Full-time
- He or she generally serves customers with high potential for caisse savings and investments (250,000 dollars and more), recruited through referrals and his or…
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- DesjardinsMontréal, QC H1B 1N8
- Full-time
- More specifically, this role requires strong market knowledge related to retail investors across all asset classes (equities, fixed income, liquid alternatives,…
- View all Desjardins jobs - Montréal jobs - Product Specialist jobs in Montréal, QC
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Career Resources:
Advisor, Investment and Financing
Job details
Full job description
Many opportunities are currently available in the Chaudière-Appalaches region.
The work mode arrangement for the position is full-time on site.
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:
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Attend to members’ investment and financing needs while ensuring quality service
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Developing strategies and offering investment, financing and insurance products
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Manage business relationships, assess member/client satisfaction and service quality, follow up and identify areas for improvement
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Stay up-to-date on the financial services industry, market trends and best practices in your field.
What we offer*
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Competitive salary and annual bonus
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4 weeks of flexible vacation starting in the first year
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Defined benefit pension plan that provides predictable, stable income throughout retirement
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Group insurance including telemedicine
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Reimbursement of health and wellness expenses and telework equipment
- Benefits apply based on eligibility criteria.
#LI-Hybrid
What you bring to the table
- College diploma in a related field
- A minimum of two years of relevant experience
- Please note that other combinations of qualifications and relevant experience may be considered
- Knowledge of French is required
- Must have a valid driver's license and access to a vehicle
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)