Hiring.Camp

Advisor, Investment and Financing

Desjardins

·

Jun 19, 2025

Location
Caisse Desjardins de L'Érable, Canada · Nicolet · Victoriaville · Bécancour · Drummondville · Notre-Dame-du-Bon-Conseil · Saint-Germain-de-Grantham
Workplace
Hybrid
Type
Full-time
Department
Finance
Source
Workday

Description

🌟 Several opportunities are currently available in the Centre-du-Québec 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.

#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)

Skills

Customer Service

Similar Jobs

30

Advisor, Investment and Financing

Desjardins · Caisse populaire Desjardins de La Haute-Gaspésie +2 · Onsite

1 week ago

Advisor, Investment and Financing

Desjardins Group is the largest · Caisse populaire Desjardins de La Haute-Gaspésie +2 · Onsite

1 week ago

Advisor, Investment and Financing

Desjardins Group is the largest · Caisse Desjardins des Sources, Canada · Onsite

3 weeks ago

Advisor, Investment and Financing

Desjardins · Caisse Desjardins des Sources, Canada · Onsite

3 weeks ago

Advisor, investment and financing

Desjardins Group is the largest · Caisse Desjardins de Rouyn-Noranda, Canada +6 · Hybrid

1 month ago

Advisor, investment and financing

Desjardins · Caisse Desjardins de Rouyn-Noranda, Canada +6 · Hybrid

1 month ago

Advisor, Investment and financing

Desjardins Group is the largest · Caisse Desjardins de l'Anse de La Pocatière +2 · Hybrid

1 month ago

Advisor, Investment and financing

Desjardins · Caisse Desjardins de l'Anse de La Pocatière +2 · Hybrid

1 month ago

Advisor, Investment and Financing

Desjardins · Caisse Desjardins des Grands boulevards de Laval, Canada · Hybrid

2 months ago

Broker Dealer and Investment Advisor Lending Manager

Thrivent · Mpls-Corporate Center, United States of America

2 months ago

Advisor, Investment and Financing

Desjardins · Caisse Desjardins De D'Autray, Canada +11 · Onsite

2 months ago

Advisor, Investment and Financing

Desjardins · Caisse populaire Desjardins du Centre-sud gaspésien +1 · Onsite

2 months ago

Advisor, Investment and Financing

Desjardins Group is the largest · Caisse populaire Desjardins du Centre-sud gaspésien +1 · Onsite

2 months ago

Advisor, Investment and Financing

Desjardins Group is the largest · Caisse Desjardins de Mékinac-Des Chenaux, Canada +5 · Hybrid

3 months ago

Advisor, Investment and Financing

Desjardins · Caisse Desjardins de Mékinac-Des Chenaux, Canada +5 · Hybrid

3 months ago

Advisor, investment and financing

Desjardins Group is the largest · Caisse Desjardins de l'Est de l'Abitibi, Canada +4 · Hybrid

3 months ago

Advisor, investment and financing

Desjardins · Caisse Desjardins de l'Est de l'Abitibi, Canada +4 · Hybrid

3 months ago

Advisor, Investment and Financing

Desjardins · Caisse Desjardins de Lévis, Canada +9 · Hybrid

3 months ago

Advisor, Investment and financing

Desjardins · Caisse Desjardins de Rimouski, Canada +3 · Hybrid

3 months ago

Life and Health Insurance and Investment Advisor

Vfgfinancialgroupcom · Canada · Hybrid

4 months ago

Life and Health Insurance and Investment Advisor

Vfgfinancialgroupcom · Canada · Hybrid

4 months ago

Life and Health Insurance and Investment Advisor

Vfgfinancialgroupcom · Canada · Hybrid

4 months ago

Life and Health Insurance and Investment Advisor

Vfgfinancialgroupcom · Canada · Hybrid

4 months ago

Life and Health Insurance and Investment Advisor

Vfgfinancialgroupcom · Canada · Hybrid

4 months ago

Advisor, Investment and Financing

Desjardins Group is the largest · Caisse Desjardins de Lévis, Canada +9 · Hybrid

5 months ago

Advisor, Investment and financing

Desjardins Group is the largest · Caisse Desjardins de Viger et Villeray, Canada +3 · Hybrid

5 months ago

Advisor, Investment and Financing

Desjardins Group is the largest · Caisse Desjardins des Grands boulevards de Laval, Canada · Hybrid

5 months ago

Investment Advisor and Market Analyst

Teroxx · Nicosia, Nicosia, Cyprus

5 months ago

Advisor, Investment and Financing

Desjardins · 138, avenue Whitewood Case postale 1555, New Liskeard (MT), Canada +4 · Hybrid

5 months ago

Advisor, Investment and Financing

Desjardins Group is the largest · 138, avenue Whitewood Case postale 1555, New Liskeard (MT), Canada +4 · Hybrid

5 months ago
Advisor, Investment and Financing at Desjardins | Hiring.Camp