Financial Education Advisor, Business development and sales support
3 weeks ago
Financial Education Advisor, Business development and sales support Join to apply for the Financial Education Advisor, Business development and sales support role at Desjardins Responsibilities Set goals and advise partners, practitioners, members and clients on the best solutions and strategies Collect, compile and analyze data. Prepare reports and recommendations Oversee portfolios. Assess customer satisfaction and service quality, follow up and make improvements as needed Monitor the industry to stay on top of the latest trends, opportunities and best practices in your field Qualifications Bachelor's degree in a related field A minimum of four years of relevant experience Knowledge of French is required Business insight, Drive results, Interpersonal Savvy Benefits 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 Job Details Seniority level Mid-Senior level Employment type Full-time Job function Education and Training Industries Banking Job family Member/client sales and service (FG) Unposting Date 2025-11-27 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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Trois-Rivières, Canada Desjardins Group Full timeAs a Financial Education Advisor, Business development and sales support, you help serve and maintain business relationships with members and clients. You help sell products and services through multiple distribution channels based on member/client needs and current strategies and practices. You help develop and maintain business relationships with important...
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Financial Education Advisor: Growth
3 weeks ago
Trois-Rivières, Canada Desjardins Full timeA banking institution in Trois-Rivières is seeking a Financial Education Advisor to provide business development and sales support. Responsibilities include advising clients and partners on strategies, analyzing data, and overseeing customer satisfaction. The ideal candidate has a Bachelor's degree, four years of experience, and knowledge of French. This...
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Client-Focused Financial Education Advisor
2 weeks ago
Trois-Rivières, Canada Desjardins Group Full timeA leading financial institution in Trois-Rivières seeks a Financial Education Advisor. This role involves developing business relationships, analyzing client needs, and selling tailored products and services. The ideal candidate will have a Bachelor's degree, relevant experience, and strong interpersonal skills. The position offers a competitive salary,...
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SUN LIFE FINANCIAL ADVISOR
4 weeks ago
Trois-Rivières, Canada Sun Life Full timeJob DescriptionReq# JR00034447 FC063 Quebec CentreSun Life Financial AdvisorFinancial advisors love to build long-term relationships with people and help them plan financially for the various stages of life. They make an impact in their communities providing advice and implementing recommendations in a purpose-driven career with opportunities for unlimited...
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Trois-Rivières, Canada Sun Life Financial Full timeAn established industry player is seeking passionate individuals to become financial advisors, helping clients navigate their financial journeys. This role offers unlimited earning potential and the flexibility to build a career that aligns with personal values and goals. Advisors will engage with clients to develop tailored financial strategies, ensuring...
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SUN LIFE FINANCIAL ADVISOR
3 weeks ago
Trois-Rivières, Canada Sun Life Québec Full timeJoin to apply for the SUN LIFE FINANCIAL ADVISOR role at Sun Life Québec2 weeks ago Be among the first 25 applicantsJoin to apply for the SUN LIFE FINANCIAL ADVISOR role at Sun Life QuébecYou are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic...
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SUN LIFE FINANCIAL ADVISOR
3 weeks ago
Trois-Rivières, Canada Sun Life Québec Full timeJoin to apply for the SUN LIFE FINANCIAL ADVISOR role at Sun Life Québec2 weeks ago Be among the first 25 applicantsJoin to apply for the SUN LIFE FINANCIAL ADVISOR role at Sun Life QuébecYou are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic...
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SUMMER STUDENTS
3 weeks ago
Trois-Rivières, Canada Business Development Bank of Canada Full timeSUMMER STUDENTS - FINANCING & BUSINESS DEVELOPMENT - Province of Quebec Apply locations: Montreal, Trois-Rivières, Sherbrooke Time type: Full time Posted on: Posted 3 Days Ago Time left to apply: End Date: March 24, 2025 (8 days left to apply) Job requisition id: R-6070 We are banking at another level. Choosing BDC as your employer means working in a...
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Trois-Rivières, Canada Groupe Cloutier inc. Full timeSpecialist - Business Development, Individual Insurance Specialist - Business Development, Individual Insurance role at Cloutier Groupe Financier. Responsibilities Implement procedures to better manage orphan, unassigned, or unrepresented clients. Identify inactive or unlicensed advisors and act according to each provider’s rules. Search for policy...
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Trois-Rivières, Canada Desjardins Full timeFinancial security advisor, Life and health insurance 2 weeks ago Be among the first 25 applicants As a life and health insurance financial security advisor, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients. You help sell life and health insurance products and services through multiple...
