Financial Advisor

Posted 7 Hours Ago
Be an Early Applicant
Rimouski, QC
Entry level
Fintech • Payments • Financial Services
The Role
As a Financial Advisor, you will support and advise members and clients on banking transactions and provide tailored financial solutions to enhance their financial health. You'll collaborate with personal finance advisors and recommend various financial products to meet the clients' needs.
Summary Generated by Built In

YOUR ROLE ?

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.

Main position in the caisse network :

  • Advisory Agent - Member and Client Experience: Support and provide advice to members and clients about their banking transactions. Promote all Desjardins products and services

More key positions and brief descriptions of opportunitie :

  • Financial Services Agent: Work in collaboration with personal finance advisors and improve the service offered to members (administrative / sales / service).

  • Personal Financial Advisor: Attend to members’ investment and financing needs while ensuring quality servic

  • Wealth Management Advisor: Meet the needs of members by developing strategies and offering investment, financing and insurance products.

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.

Curieux(se) de voir vos futurs collègues en action? cliquez ici

#LI-Onsite

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

Management (FG)

The Company
Calgary, AB
40,858 Employees
On-site Workplace

What We Do

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

Similar Jobs

Desjardins Logo Desjardins

Financial Advisor

Fintech • Payments • Financial Services
Salaberry-de-Valleyfield, QC, CAN
40858 Employees

Desjardins Logo Desjardins

Financial advisor

Fintech • Payments • Financial Services
Rouyn-Noranda, QC, CAN
40858 Employees

Desjardins Logo Desjardins

Financial advisor, Laurentians

Fintech • Payments • Financial Services
Laurentides, Saint-Lin-Laurentides, QC, CAN
40858 Employees

Desjardins Logo Desjardins

Financial Advisor

Fintech • Payments • Financial Services
Des Rivières, Notre-Dame-de-Stanbridge, QC, CAN
40858 Employees

Similar Companies Hiring

MyBambu Thumbnail
Social Impact • Payments • Other • Mobile • Fintech • Financial Services • App development
West Palm Beach, Florida
120 Employees
Energy CX Thumbnail
Utilities • Professional Services • Greentech • Financial Services • Energy • Consulting • Business Intelligence
Chicago, IL
55 Employees
MassMutual India Thumbnail
Insurance • Information Technology • Fintech • Financial Services • Big Data
Hyderabad, Telangana

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account