Financial Advisor

Posted 7 Hours Ago
Be an Early Applicant
Salaberry-de-Valleyfield, QC
Entry level
Fintech • Payments • Financial Services
The Role
As a Financial Advisor, you will provide quality service to members and clients by assisting them with their financial needs, offering personalized financial solutions, and promoting technological tools for self-service transactions. You will work closely with personal finance and wealth management advisors to enhance service delivery and empower clients financially.
Summary Generated by Built In

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

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 empowerment. You'll provide quality service and find personalized financial solutions on a daily basis. Here's a featured position we're currently hiring for in the Montérégie region:

Advisory Agent, Member and Client Experience. What you'll do: Support members and clients by telling them about technological tools and applications that can help them do transactions and operations on their own.

Here's a look at some other jobs:

  • Client financial services agent. What you'll do: Work with personal finance advisors and improve service for members.

  • Personal finance advisor. What you'll do: Help members with their financing and investment needs while providing quality service.

  • Wealth management advisor. What you'll do: Help 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.

What you bring to the table

No matter what your career path or formal training may be, if you've always wanted to work in the financial sector, now is the time to apply! Our recruiters will be in touch to identify the best opportunity for you that meets your career goals. Desjardins has a training institute (DCI) that offers you a unique opportunity to get the training you need to pursue a career that's the perfect fit for your skills, goals and education.

#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

Member/client sales and service (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

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