Financial Advisor

Posted Yesterday
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Regina, SK, CAN
In-Office
Mid level
Fintech • Payments • Financial Services
The Role
Provide needs-based financial advice, develop and maintain client relationships, sell investment and insurance products, ensure risk management and customer satisfaction, and grow a client practice with mentorship and office support.
Summary Generated by Built In

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

Desjardins Financial Security Investments (Regina) has a great opportunity as we are hiring for a Financial Advisor. You should be interested if looking to transition away from a commission-based environment into a role that offers income stability combined with performance-based upside, or if you are looking to enhance your career in a structured environment similar to an Independent Advisor. As an individual advisor, you will contribute to the service, prospecting, development, and maintenance of business relationships with clients while continuing to grow both your business and your advisory skills within a structured and supportive environment. This role is well suited for advisors who are motivated to grow their careers while benefiting from the structure of an established office, onsite mentorship plus the stability of a leading financial institution. More specifically, you will be required to:

  • Develop and maintain personalized business relationships with existing clients

  • Provide professional advice and support to your existing and prospective clients as you continue to build your practice

  • Promote and sell products and services according to established needs-based strategies and business objectives

  • Ensure consistency between sales objectives, sound and prudent risk management, profitability, and customer satisfaction

  • Work with a diversified clientele offering strong development and learning potential

What we offer*

  • Competitive salary and quarterly bonus

  • 3 weeks of flexible vacation starting in the first year

  • Defined contribution pension plan

  • Group insurance benefits

* Benefits apply based on eligibility criteria.

#LI-Onsite

What you bring to the table

  • Bachelor’s degree in a related field

  • A minimum of three years of relevant experience

  • Please note that other combinations of qualifications and relevant experience may be considered

  • Mutual Funds License

  • LLQP (Life License Qualification Program)

Action oriented, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble learning


Equity, Diversity, Inclusion and Accessibility

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!

Trade Union (If applicable)

Job Family

Member/client sales and service (FG)

Unposting Date

2026-08-19

Skills Required

  • Bachelor's degree in a related field
  • Minimum of three years of relevant experience
  • Mutual Funds License
  • LLQP (Life License Qualification Program)
  • Ability to work full-time on site
  • Client-facing and sales competencies (action oriented, customer focus, drive results, interpersonal savvy, nimble learning)
  • Other combinations of qualifications and relevant experience may be considered
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The Company
HQ: Lévis
40,858 Employees

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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