Personal Finance Advisor
2 weeks ago
As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role is to listen to members’ and clients’ needs, offer them advice that fits their financial situation and help them choose appropriate solutions to meet their financial goals. You work closely with a client base consisting mainly of individual members and businesses. Interpersonal savvy is therefore essential. You drive results by recommending investments, loans and insurance products. You use your expertise to balance member/client satisfaction, business objectives, profitability and sound and prudent risk management. You work with various partners and experts to design integrated strategies that meet the needs of members and clients. More specifically, you will be required to: Advise members and clients on the best strategies and work with them to identify expected results 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 Participate in outreach activities and represent the caisse in the community 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 one year of relevant experience Please note that other combinations of qualifications and relevant experience may be considered Mutual fund representative certificate – Autorité des marchés financiers Knowledge of French is required Knowledge of current financial, economic, political and legislative events All products and services aimed at caisse members and those offered by Desjardins Business Centres, Desjardins components and distribution networks, and those offered by competitors Debt management Notions of compliance with legislation respecting the distribution of financial products and services Understanding of the philosophy and fundamentals of financial services cooperatives Policies, legislation and standards related to products and services offered by the caisse Desjardins business processes Service standards Techniques used to assess and monitor individual financing applications Action oriented, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble learning 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 #J-18808-Ljbffr
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Personal Finance Advisor
2 weeks ago
Sorel-Tracy, Canada Desjardins Full timeJoin to apply for the Personal Finance Advisor role at Desjardins As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role is to listen to members’ and clients’ needs, offer them advice that fits their financial...
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Personal Finance Advisor
5 days ago
Sorel-Tracy, Canada Desjardins Full timeAs a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role is to listen to members’ and clients’ needs, offer them advice that fits their financial situation and help them choose appropriate solutions to meet their...
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Personal Finance Advisor
2 weeks ago
Sorel-Tracy, Canada Desjardins Group Full timeA leading financial services organization in Montérégie is seeking a Personal Finance Advisor. You will develop relationships with clients, provide tailored financial advice, and drive results by recommending optimal financial solutions. The ideal candidate will possess a bachelor's degree, relevant experience, and a strong knowledge of the financial...
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Finance Advisor — Build Member Wealth
2 weeks ago
Sorel-Tracy, Canada Desjardins Full timeA leading financial institution in Montérégie is seeking a Personal Finance Advisor. In this entry-level role, you will be responsible for developing and maintaining relationships with clients and advising them on financial solutions. A bachelor's degree and a mutual fund representative certificate are required. This position offers competitive pay, bonus...
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Banking Advisor
4 weeks ago
Sorel-Tracy, Canada National Bank of Canada Full timeOverview Banking Advisor role at National Bank of Canada. This is a versatile position focusing on providing a friendly, people-centric experience for branch clients. You’ll listen actively, greet clients, and help them with banking needs. Responsibilities Greet clients and answer questions. Help clients use banking applications and ABMs. Listen to...
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Banking Advisor
4 weeks ago
Sorel-Tracy, Canada National Bank of Canada Full timeOverview Banking Advisor role at National Bank of Canada. This is a versatile position focusing on providing a friendly, people-centric experience for branch clients. You’ll listen actively, greet clients, and help them with banking needs. Responsibilities Greet clients and answer questions. Help clients use banking applications and ABMs. Listen to...
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Damage Insurance Agent
2 weeks ago
Sorel-Tracy, Canada Royal Bank of Canada Full time**Job Summary** **What is the opportunity?** The role at RBC Insurance Advice Centre gives you the best of both worlds - the flexibility you need for your life and the fulfillment you seek in your work. As an RBC bilingual Licensed Insurance Advisor for Home & Auto, you’ll be the trusted voice on the other end of the phone providing insurance advice and...
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Analyste Financier(ère)
1 day ago
Sorel-Tracy, Canada Fromageries Bel Canada Inc. Full time**A propos de BEL** Pour tous, pour de bon (For All. For Good), notre signature d’entreprise, traduit l’engagement de Bel pour une alimentation plus saine et responsable pour tous. Cette mission mobilise chaque jour 12 600 collaborateurs dans plus de 30 pays pour construire un modèle d’entreprise responsable et rentable. Universelles et positives,...
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Conseiller bancaire
4 weeks ago
Sorel, Canada National Bank Full timePrésence Sur lieu de travail Numéro de poste 28787 Catégorie Professionnel Statut: Permanent Type de contrat Permanent Horaire: Temps plein Temps plein/Temps partiel? Temps plein Date de publication 29-sep-2025 $ 49000 $ 60700 Salaire: $ 49000 - $ 60700 Ville Sorel-Tracy Province/État Québec Domaine(s) d'intérêt: Conseils et services en succursales...
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Conseiller bancaire
4 weeks ago
Sorel, Canada National Bank Full timePrésence Sur lieu de travail Numéro de poste 28787 Catégorie Professionnel Statut: Permanent Type de contrat Permanent Horaire: Temps plein Temps plein/Temps partiel? Temps plein Date de publication 29-sep-2025 $ 49000 $ 60700 Salaire: $ 49000 - $ 60700 Ville Sorel-Tracy Province/État Québec Domaine(s) d'intérêt: Conseils et services en succursales...
