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Advisor, Investment and Financing

Job in Lévis, Québec, Province de Québec, Canada
Listing for: Desjardins
Full Time position
Listed on 2026-01-26
Job specializations:
  • Finance & Banking
  • Sales
Job Description & How to Apply Below
Location: Lévis

Advisor, Investment and Financing

Location:

Saint‑Apollinaire, Quebec, Canada. Many opportunities are currently available in the Chaudière‑Appalaches region.

Responsibilities
  • Attend to members’ investment and financing needs while ensuring quality service.
  • Develop strategies and offer 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 providing 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
  • College diploma in a related field.
  • A minimum of two years of relevant experience (other combinations may be considered).
  • Knowledge of French is required.
  • Must have a valid driver’s license and access to a vehicle.
Job Family

Member/client sales and service (FG)

Employment type

Full‑time

Seniority level

Entry level

Job function

Finance and Sales

Industries

Banking

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. We have zero tolerance for discrimination of any kind.

If there’s something we can do to make the recruitment process or this job more accessible, let us know. We can provide accommodations at any stage in the recruitment process.

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