Posted 4 months ago
Advisor, Investment and Financing
@ Desjardins
Lévis, Quebec
Overview
Desjardins is hiring an Advisor, Investment and Financing for full-time, on-site work in the Chaudière-Appalaches region. The role advises members and clients on investment, financing and insurance products to improve their financial health. The posting states competitive salary with an annual bonus and a defined benefit pension plan.
Responsibilities:
- Répondre aux besoins de placement et de financement des membres
- Élaborer des stratégies et offrir des produits de placement, de financement et d'assurance
- Gérer les relations d'affaires et évaluer la satisfaction des membres et clients
- Se tenir à jour sur l'industrie des services financiers
Requirements summary:
- Diplôme d'études collégiales dans un domaine connexe
- Minimum de deux ans d'expérience pertinente
- Connaissance du français requise
- Permis de conduire valide et accès à un véhicule
Tools & skills
Benefits mentioned
Source and dates
Employer career site / ATS feed · workday
- Employer posting date
- 2026-07-06
- First seen by our source
- 2026-10-10
- Source record updated
- 2026-10-18
These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.
Job details
| Seniority | Entry level |
| Department | Business development |
| Experience | 2+ years |
| Hours per week | 40 (estimated) |
| Travel | air: none · ground: minimal |
| Work setting | Office, Client sites |
| Position | Mostly sitting |
| Physical demands | physical low · computer high |
| Languages | French |
| Driver’s licence | required, own vehicle |
| Education | College diploma (required) |
| Perks mentioned | Generous paid time off, Flexible hours, Retirement plan, Performance bonus, Wellness |
Summary and details written by AI from the posting; the employer’s posting is the authority.
Desjardins
Saved company profile
Historical company information from a saved The Jobs API profile (LinkedIn/Crunchbase fields). It is not live-verified; figures may have changed. Missing values remain unknown.
Full company description
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.
- LinkedIn followers
- 379,882
- People associated on LinkedIn
- 43,673
- Reported office locations
- 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
- Business categories
- Banking
- InsurTech
- Insurance
- Financial Services
- Other recorded names
- Desjardins
- Specialties
- Services financiers
- Profile identifies a recruitment agency
- No
- Reported total investment
- 0
Currency and observation date were not supplied; this is not a current valuation or a funding round.
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…
| Field | Value |
|---|---|
| Industry | Banking |
| Company size | 10,001+ employees |
| Headquarters | Lévis, Québec |
| Organization type | Privately Held |
| Specialties | Services financiers |
| Open jobs on Jobsy | 124 |
| View page |
Many opportunities are currently available in the Chaudière-Appalaches region. 📍
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:
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.
#LI-Hybrid
What you bring to the table
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
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)Journal
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