Financial Security Advisor
2 weeks ago
Join Desjardins as a Financial Security Advisor and help members achieve their financial goals. Responsibilities Proactively sell insurance products and services, including life, health, disability and critical illness insurance, based on the needs of Desjardins members and clients. Assess client satisfaction and service quality, follow up and make improvements as needed. Establish and maintain good relationships with referral sources and help target and analyze potential member/client files. Act on business opportunities and present information to partners so that members and clients can reach their financial goals. Help monitor the industry to identify business development opportunities and stay on top of new products and trends. 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 Knowledge of French is required Must have a valid driver’s licence and access to a vehicle Available to work Monday to Friday, including 2 evenings/week Desjardins is committed to equity, diversity and inclusion. We welcome applicants of all backgrounds and provide accommodations throughout the recruitment process. Job Details Job Family: Life and health insurance (FG) Seniority level: Entry level Employment type: Full-time Job function: Finance and Sales Industries: Banking Locations: Pointe-aux-Trembles, Dollard-des-Ormeaux, Mont-St-Hilaire, Saint-Eustache #J-18808-Ljbffr
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Financial Security Advisor
2 weeks ago
Boucherville, Canada Desjardins Full timeA financial services provider is seeking a Financial Security Advisor in Boucherville to help clients achieve their financial goals. This entry-level position involves selling insurance products and maintaining strong client relationships. We offer a competitive salary, bonuses, flexible vacation, and a pension plan. Proficiency in French and a valid...
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Financial Advisor
4 weeks ago
Boucherville, Canada CIBC Full timeOverviewJoin to apply for the Financial Advisor - Boucherville role at CIBCWe’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and ambitions, empowering you at work. Our team members have what they need to make a...
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Financial Advisor
4 weeks ago
Boucherville, Canada CIBC Full timeOverviewJoin to apply for the Financial Advisor - Boucherville role at CIBCWe’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and ambitions, empowering you at work. Our team members have what they need to make a...
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Financial Advisor
7 days ago
Boucherville, Canada CIBC Full timeWe’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...
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Financial Advisor
1 week ago
Boucherville, Canada CIBC Full timeWe’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...
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Financial Advisor
4 weeks ago
Boucherville, Canada CIBC Full timeA leading financial institution in Boucherville seeks a Financial Advisor to build client relationships and deliver personalized financial services. The ideal candidate has 1-3 years of experience and holds relevant accreditations. Responsibilities include managing a client portfolio and engaging in local community activities to enhance brand awareness. This...
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Financial Advisor
4 weeks ago
Boucherville, Canada CIBC Full timeA leading financial institution in Boucherville seeks a Financial Advisor to build client relationships and deliver personalized financial services. The ideal candidate has 1-3 years of experience and holds relevant accreditations. Responsibilities include managing a client portfolio and engaging in local community activities to enhance brand awareness. This...
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Wealth Management Advisor
4 weeks ago
Boucherville, Canada Desjardins Full timeWealth Management Advisor – Desjardins Join to apply for the Wealth Management Advisor role at Desjardins. Responsibilities As a wealth management advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, ensuring their satisfaction. Your role is to listen to members’ and clients’...
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Wealth Management Advisor
4 weeks ago
Boucherville, Canada Desjardins Full timeWealth Management Advisor – Desjardins Join to apply for the Wealth Management Advisor role at Desjardins. Responsibilities As a wealth management advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, ensuring their satisfaction. Your role is to listen to members’ and clients’...
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Financial Advisor
17 hours ago
Boucherville, Canada Scotiabank Full timeRequisition ID: 196231 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: As an Investment & Personal Banking Specialist you are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, your focus is to provide...
