Advisor, Investment and Financing
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Before you apply
LocationLévis; 159, boulevard Bégin Sainte-Claire; Caisse Desjardins du Carrefour des lacs; Saint-Apollinaire; 87, rue Principale Saint-Raphaël; Montmagny; Saint-Anselme; Disraëli; Lac-Etchemin; Sainte-Marie
Work modehybrid
Typefull-time
SeniorityMid
Experience2+ yrs
DepartmentMember/client sales and service
Company size10,000+ people
PostedJul 7, 2026 · 4mo ago
Verified live3d ago
At a glanceSummarised by Seekless from the posting.
College diploma in a related field
A minimum of two years of relevant experience
Knowledge of French is required
Must have a valid driver's license and access to a vehicle
Benefits
Competitive salary
Annual bonus
Flexible vacation
Pension plan
Group insurance
Telemedicine
Health wellness reimbursement
Telework equipment
Many opportunities are currently available in the Chaudière-Appalaches region. 📍
About the role
The work mode arrangement for the position is full-time on site.
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:
Responsibilities
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Attend to members’ investment and financing needs while ensuring quality service
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Developing strategies and offering investment, financing and insurance products
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Manage business relationships, assess member/client satisfaction and service quality, follow up and identify areas for improvement
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Stay up-to-date on the financial services industry, market trends and best practices in your field.
What we offer*
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Competitive salary and annual bonus
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4 weeks of flexible vacation starting in the first year
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Defined benefit pension plan that provides predictable, stable income throughout retirement
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Group insurance including telemedicine
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Reimbursement of health and wellness expenses and telework equipment
* Benefits apply based on eligibility criteria.
What you bring to the table
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College diploma in a related field
•
A minimum of two years of relevant experience
•
Please note that other combinations of qualifications and relevant experience may be considered
•
Knowledge of French is required
•
Must have a valid driver’s license and access to a vehicle
About the company
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.
Hiring process
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)
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