Investment Advisor

Desjardins Group; Calgary; Hybrid; CAD 70,000 - 100,000; Full time

Job summary

A leading company is looking for an Investment Advisor to build and maintain customer relationships while providing tailored financial strategies. The position offers competitive compensation and unique benefits, emphasizing a work culture of diversity and inclusion. Candidates should possess a bachelor's degree and relevant experience, along with the necessary mutual fund certification.

Benefits

4 weeks of flexible vacation starting in the first year

Defined benefit pension plan

Group insurance including telemedicine

Reimbursement of health and wellness expenses

Telework equipment reimbursement

Qualifications

• Minimum de cinq ans d'expérience en tant qu'Investment Advisor.
• Licence de représentant de fonds mutuels requise.
• Autres combinaisons de qualifications peuvent être considérées.

Responsibilities

• Développer et maintenir des relations solides avec les clients.
• Créer des stratégies pour répondre aux besoins financiers des clients.
• Fournir des conseils et un soutien aux clients actuels et potentiels.

Skills

Action oriented

Customer Focus

Drive results

Interpersonal Savvy

Nimble learning

Education

Bachelor's degree in a related field

Mutual fund representative certificate – Autorité des marchés financiers

Job description

As an Investment Advisor, you will contribute to the intake, prospecting, solicitation, development or maintenance of business relationships with members and clients. You offer a service that meets the needs of the client according to the strategies and practices in effect. More specifically, you will be required to:

• Develop and maintain strong relationships with clients.

• Maintain your mutual funds license in good standing

• Adhere to the Policies and Procedures as outlined by the Dealer (DFSI)

• Create strategies to support clients’ financial needs

• Promote and provide solutions that will meet client needs based on the products and services available.

• Ensure consistency between sales objectives, sound and prudent risk management, profitability and member and customer satisfaction.

• Regularly meet with clients to analyze their needs to develop and implement appropriate solutions and present integrated service offers.

• Provide 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 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

• Bachelor's degree in a related field

• A minimum of five years of relevant experience as Investment Advisor

• Please note that other combinations of qualifications and relevant experience may be considered

• Mutual fund representative certificate – Autorité des marchés financiers

Action oriented, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble learning

#LI-Remote

Trade Union (If applicable)

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)

Unposting Date

2025-07-17