Desjardins Logo

Desjardins

Advisor, investment and financing

Reposted 3 Days Ago
Be an Early Applicant
In-Office
3 Locations
Entry level
In-Office
3 Locations
Entry level
As an investment advisor, you will address clients' needs, offer tailored financial solutions, manage relationships, and stay updated on industry trends.
The summary above was generated by AI

Several opportunities are currently available in the Abitibi-Témiscamingue region.

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

* Benefits apply based on eligibility criteria.

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.

Action oriented, Collaborates, Communicates effectively, Customer Focus, Innovation, Interpersonal Savvy

#LI-Hybrid

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)

Desjardins Calgary, Alberta, CAN Office

110 9 Ave SW, Calgary, AB , Canada, T2P 0T1

Similar Jobs

3 Days Ago
In-Office or Remote
8 Locations
Entry level
Entry level
Fintech • Payments • Financial Services
As an investment and financing advisor, you will assist clients with investment needs, develop strategies, manage business relationships, and stay updated on industry trends.
Top Skills: Financing ProductsInsurance ProductsInvestment Products
3 Days Ago
In-Office or Remote
3 Locations
Entry level
Entry level
Fintech • Payments • Financial Services
As an advisor in investment and financing, you will assist clients with financial health, develop strategies for investment and financing, manage business relationships, and stay updated on the industry.
3 Days Ago
In-Office
4 Locations
Entry level
Entry level
Fintech • Payments • Financial Services
As an Advisor in Investment and Financing, you'll address members' financial needs, develop strategies, manage relationships, and stay informed about the industry.

What you need to know about the Calgary Tech Scene

Employees can spend up to one-third of their life at work, so choosing the right company is crucial, not just for the job itself but for the company culture as well. While startups often offer dynamic culture and growth opportunities, large corporations provide benefits like career development and networking, especially appealing to recent graduates. Fortunately, Calgary stands out as a hub for both, recognized as one of Startup Genome's Top 100 Emerging Ecosystems, while also playing host to a number of multinational enterprises. In Calgary, job seekers can find a wide range of opportunities.

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account