Financial Advisor

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

Desjardins Financial Security Investments (DFSI) Ottawa has a great opportunity for an experienced Financial Advisor. As an individual advisor, you will contribute to the intake, prospecting, solicitation, development or maintenance of business relationships with members and clients. You offer a service that meets the needs of the clientele according to the strategies and practices in effect. More specifically, you will be required to:

• Develop and maintain personalized business relationships with clients in your field

• Promote and sell products and services according to the strategies and business objectives, while making the most of your ability to meet our targets

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

• Work with a clientele with diversified needs, representing a significant development potential for your sector

• Analyze the needs of clients, develop and implement appropriate solutions and present integrated service offers. The nature of the files and of your interventions requires strong knowledge of your sector

• Provide advice and support to current and potential clients

• Represent and engage the company in client agreements and have opportunities to establish and negotiate terms and conditions for products and services

What we offer*

* Advantages apply based on eligibility criteria.

What you bring to the table

• Bachelor's degree in a related field

• A minimum of five years of relevant experience

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

• Mutual Funds License and LLQP

• Accident Benefits and Sickness License 

• Solid mutual funds sales

• Strong communication skills in both French and English, both oral and written due to the nature of the duties or work tools or because the position involves interactions with english-speaking partners, members and/or clients

Collaborates, Communicates effectively, Drive results, Interpersonal Savvy, Trust

 #LI-Onsite

Trade Union

Non-unionized

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)

Unposting Date

2024-12-12