Advisor, Investment and Financing

Caisse Desjardins de l'Anse de La Pocatière

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Sainte-Thérèse 218 rue Principale, Saint-Sauveur Until 8/22/2026 H-1B sponsor history First posted March 22, 2025 Last posted February 27, 2026
Job description

Several opportunities are currently available in the Laurentides region. 📍

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. 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.

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.

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)
About this role

Summary

Provide financial solutions, manage relationships, and support clients' financial well-being.

Job title

Advisor, Investment and Financing

Experience level

none

Industry

finance

Location requirements

Multiple locations in Laurentides, remote work possible

Salary

Not specified

Visa sponsorship

H-1B sponsor history

Management role

No

Skills & keywords

Required skills

customer servicefinancial productsmarket trendsrelationship management

Preferred skills

None specified

Specializations

investmentfinancinginsurancerelationship management
Locations

Structured locations inferred from the posting.

Unknown location

Remote