Financial advisor, Laurentians

Posted 13 Hours Ago
Be an Early Applicant
Laurentides, Saint-Lin-Laurentides, QC
Entry level
Fintech • Payments • Financial Services
The Role
As a financial advisor, you will support members and clients in their financial needs, offering tailored financial solutions, customer service, and guidance on available financial tools. You may also assist in roles like personal finance advising and wealth management, ensuring quality service and effective strategies for investments and financing.
Summary Generated by Built In

As a financial services professional, you're attentive to the needs of our members and clients. You look for ways to support their financial well-being in every situation. You provide excellent customer service and high-quality financial solutions tailored to their needs.

Featured position in the caisse network in the Laurentians:

  • Member/client experience advisory agent Support members and clients by telling them about existing apps and tech tools that can help them do transactions and operations on their own.

Other positions and brief descriptions of opportunities:

  • Client financial services agent Work with personal finance advisors and improve service for members.

  • Personal finance advisor Help members with their financing and investment needs while providing quality service.

  • Wealth management advisor 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

Advantages 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.

Curious to see your future colleagues in action? Click here

#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)

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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