Postuler

Publié il y a 5 mois

Advisor, investment and financing

@ Desjardins

Canada

HybrideTemps plein
Postuler
SIGNAUX

En bref

Desjardins is hiring an advisor for investment and financing in the Abitibi-Témiscamingue region, full time. The role serves members and clients, building financial solutions and managing relationships, with benefits including a defined benefit pension, four weeks of flexible vacation, group insurance and an annual bonus.

Responsabilités :

  • Meet members' investment and financing needs
  • Develop strategies and offer investment, financing and insurance products
  • Manage business relationships and assess member satisfaction
  • Stay current on financial services industry trends

Résumé des exigences :

  • Interest in working in financial services
  • Customer-focused and collaborative approach
  • Strong communication skills
  • Action-oriented and innovative mindset

Outils et compétences

Avantages mentionnés

Régime de retraiteCongés payés
Source et dates

Site carrière / système de candidatures · workday

Date publiée par l’employeur
2026-06-15
Première détection par notre source
2026-10-10
Mise à jour du dossier source
2026-10-18

Ces dates décrivent le dossier source, pas une vérification en direct du recrutement. Consultez l’offre originale.

Détails du poste

NiveauDébutant
DomaineDéveloppement des affaires
Heures par semaine40 (estimé)
Déplacementsavion : aucun
Milieu de travailBureau
PositionSurtout assis
Exigences physiquesphysique faible · ordinateur élevé
Avantages mentionnésCongés payés généreux, Horaire flexible, Régime de retraite, Mieux-être

Résumé et détails rédigés par l’IA à partir de l’offre; l’offre de l’employeur fait foi.

Desjardins

Profil d’entreprise sauvegardé

Renseignements historiques provenant d’un profil The Jobs API sauvegardé (champs LinkedIn/Crunchbase). Ils ne sont pas vérifiés en temps réel; les chiffres peuvent avoir changé. Les valeurs manquantes restent inconnues.

Description complète de l’entreprise

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.

Abonnés LinkedIn
379 882
Personnes associées sur LinkedIn
43 673
Bureaux déclarés
  • 100, rue des Commandeurs, Lévis, Québec G6V 7N5, CA
  • 11 King St W, Toronto, ON M5H 4C7, CA
  • 110 9 Ave SW, Calgary, AB T2P 0T1, CA
  • 1 Complexe Desjardins, Montreal, QC H2X, CA
Catégories d’activité
  • Banking
  • InsurTech
  • Insurance
  • Financial Services
Autres noms enregistrés
  • Desjardins
Spécialités
  • Services financiers
Le profil indique une agence de recrutement
Non
Investissement total déclaré
0

La devise et la date d’observation ne sont pas fournies; ce n’est ni une valorisation actuelle ni une ronde de financement.

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…

ChampValeur
SecteurBanking
Taille10,001+ employees
Siège socialLévis, Québec
Type d’organisationPrivately Held
SpécialitésServices financiers
Offres sur Jobsy132
LinkedInVoir la page
Description

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

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)

Emplois semblables

  • Advisor, Quality Control (12 Month Contract)

    Ontario
    Temps plein

    MX

    What Skills and Qualifications Do I Need?; Completion of a diploma in Business, Customer Service or a related field, or an equivalent combination of education, training and experience; Demonstrated years of experience…

  • Advisor, Employee Wellness

    Nanaimo, BC +1
    Temporaire

    Island Health

    3+ ansCandidates need a health-related bachelor's degree, 3 to 5 years of related experience in a rehabilitation setting, and a valid Class 5 BC driver's licence. Strong communication, facilitation, data analysis and independent problem-solving skills are also needed.

    MS Office, HR data management systems

  • Junior Advisor

    Montréal, QC
    Temps plein

    Manulife Wealth

    Manulife Wealth wants candidates who are driven, coachable and comfortable with rejection, with strong communication skills. A bachelor's degree or relevant business or sales experience is preferred, but deep investment knowledge is not required.

  • Advisor, Privacy and Technology Assurance

    Edmonton, AB
    37,12–55,68 $/hTemps plein

    Covenant Health

    6+ ansCovenant Health needs a bachelor's degree in a related field and at least six years of privacy, governance or compliance experience, including PIAs. Candidates need knowledge of Alberta's HIA and POPA, privacy-by-design methods, and working knowledge of AI and emerging technologies.

    Communication skills, Stakeholder management, Problem solving, Research, CISA

  • Contract Advisor

    Calgary, AB
    Contrat

    Noramtec Consultants Inc.

    5+ ansCandidates need 5+ years of contracts administration on capital projects, hands-on SAP and strong Excel skills, and full contract lifecycle experience. Working knowledge of contract law, risk allocation and confidence leading negotiations are also required.

    SAP, Excel

  • Advisor, Personal Insurance

    Squamish, BC
    Temps plein

    Waypoint

    1+ ansCandidates need at least 1 year of auto insurance experience, strong communication and analytical skills, and familiarity with EPIC and Microsoft Office. Attention to detail and the ability to work independently and manage multiple tasks are also required.

    EPIC, Applied Rating, Microsoft Office Suite

    Advisor, Personal Insurance

    Port Hardy, BC
    Temps plein

    Waypoint

    1+ ansCandidates need at least 1 year of auto insurance experience, strong verbal and written communication, and skill reading policy wordings. They also need good analytical and multitasking skills and proficiency in EPIC and Microsoft Office.

    EPIC, Applied Rating, Microsoft Office Suite

  • Senior Advisor - Safety Risk Management

    Calgary, AB

    WestJet

    5+ ansCandidates need at least 5 years of aviation safety, operational risk or airport operations experience, post-secondary education in a related discipline, and SMS training. Strong knowledge of ICAO SMM and IOSA requirements, plus excellent facilitation and communication skills, is needed.

    Microsoft Office, Safety management systems, Data analysis tools

Lieux et modes de travail

Lieux

Tout le CanadaTélétravail · Hybride · Sur place · Sur le terrain

Astuce : ajoutez le télétravail pour élargir la recherche.

Exclure des lieux

Mode de travail

Offres de cette entreprise dans les résultats

Voici les offres de cette entreprise chargées dans votre recherche. Elle peut avoir d’autres postes ouverts.