Investment Advisor

Desjardins Group; Calgary; Remote; CAD 80,000 - 100,000; Full time

Job summary

A leading financial cooperative is seeking an experienced Investment Advisor for a full-time remote position. The role involves developing client relationships, providing tailored financial strategies, and ensuring compliance with industry regulations. Candidates should possess a Bachelor's degree and a minimum of five years experience in investment advisory. The company offers a competitive salary, flexible vacation, and a defined benefit pension plan.

Benefits

Competitive salary and annual bonus

4 weeks of flexible vacation

Defined benefit pension plan

Group insurance including telemedicine

Reimbursement of health and wellness expenses

Qualifications

• A minimum of five years of relevant experience as an Investment Advisor.
• Other combinations of qualifications and experience may be considered.

Responsibilities

• Developing and maintaining strong relationships with clients.
• Creating strategies to support clients’ financial needs.
• Meeting regularly with clients to analyze needs, develop solutions.

Skills

Interpersonal savvy

Customer focus

Drive results

Nimble learning

Education

Bachelor's degree in a related field

Tools

Mutual fund representative certificate

Job description

Remote type: The work arrangement for the position is full-time telework.

Locations: Calgary

Time type: Full time

Posted on: Posted 3 Days Ago

Job requisition id: R2509324

About the role

As an Investment Advisor, you will contribute to the intake, prospecting, solicitation, development, or maintenance of business relationships with members and clients. You will offer services that meet client needs according to current strategies and practices. Your responsibilities will include:

• Developing and maintaining strong relationships with clients.
• Maintaining your mutual funds license in good standing.
• Adhering to the Policies and Procedures outlined by the Dealer (DFSI).
• Creating strategies to support clients’ financial needs.
• Promoting and providing solutions that meet client needs with available products and services.
• Ensuring alignment between sales objectives, prudent risk management, profitability, and customer satisfaction.
• Meeting regularly with clients to analyze needs, develop solutions, and present integrated service offers.
• Providing advice and support to current and potential clients.

What we offer

• Competitive salary and annual bonus
• 4 weeks of flexible vacation starting in the first year
• Defined benefit pension plan providing predictable 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

• Bachelor's degree in a related field
• A minimum of five years of relevant experience as an Investment Advisor
• Other combinations of qualifications and experience may be considered
• Mutual fund representative certificate – Autorité des marchés financiers

Action-oriented, customer focus, drive results, interpersonal savvy, nimble learning.

#LI-Remote

Additional information

Desjardins Group is committed to equity, diversity, and inclusion. We welcome, respect, and value individuals for who they are, learning from differences and embracing uniqueness. We provide accommodations throughout the recruitment process upon request.

Job Family: Member/client sales and service (FG)

Unposting Date: 2025-08-07

About us

Desjardins Group is North America's largest cooperative financial group, serving over 52,000 employees. Recognized as one of Canada's top employers, we offer a full range of financial products and services, including personal, business, wealth management, insurance, and more. Pursuing a career here means being part of an organization that prioritizes people.