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Investment and Financing Advisor Ontario

Student-Friendly Entry-Level
Company

Desjardins

Location

prescott and russell united counties (alfred), Canada

Posted

June 06, 2026

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About This Opportunity

Elevate financial health for clients as an Investment and Financing Advisor in Ontario. This full-time, on-site role focuses on delivering tailored financial solutions and exceptional customer service.

In this advisor position, you will cater to members' investment and financing requirements while ensuring top-tier service quality. You'll develop strategies and provide diverse investment, financing, and insurance products. Additionally, managing business relationships and assessing client satisfaction will be key, alongside keeping abreast of market trends.

Key Responsibilities: • Attend to members’ investment and financing needs • Develop strategies for investment and financing products • Manage relationships and assess service quality • Identify improvement areas based on client feedback • Stay updated on financial industry trends

Requirements: • Advance proficiency in English and French • Commitment to excellent customer service • Ability to identify clien...