Personal Finance Advisor
2 weeks ago
Apply for the Personal Finance Advisor role at Desjardins. Responsibilities 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. Qualifications Bachelor's degree in a related field A minimum of one year of relevant experience 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 Techniques used to assess and monitor individual financing applications Job Information Job Family: Member/client sales and service (FG) Seniority level: Entry level Location: Saint-Apollinaire, Quebec, Canada #J-18808-Ljbffr
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Personal Finance Advisor
5 days ago
Saint-apollinaire, 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
4 days ago
Saint-Apollinaire, Canada Desjardins Full timeRequiredAs 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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Saint-Apollinaire, Canada Desjardins Full timeA leading financial institution in Quebec is seeking a Personal Finance Advisor to guide clients in effective financial strategies and manage their satisfaction and service quality. The ideal candidate holds a Bachelor's degree and has a mutual fund representative certificate, along with at least one year of relevant experience. Bilingualism in French and...
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Personal Finance Advisor
4 weeks ago
Saint-Ambroise, Canada Desjardins Full timeDesjardins Saint‑Ambroise‑de‑Kildare, Quebec, Canada Personal Finance Advisor Join to apply for the Personal Finance Advisor role at Desjardins. Responsibilities 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. You...
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Personal Finance Advisor
1 week ago
Saint-Laurent, Canada Desjardins Full timeJoin to apply for the Personal Finance Advisor role at Desjardins4 days ago Be among the first 25 applicantsJoin to apply for the Personal Finance Advisor role at DesjardinsGet AI-powered advice on this job and more exclusive features.RequiredAs a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business...
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Investment & Financing Advisor — Hybrid
1 week ago
Saint-Apollinaire, Canada Desjardins Group Full timeA leading financial services organization in Canada seeks an Advisor for investment and financing. The role involves attending to clients' financial needs, managing relationships, and ensuring high service quality. The ideal candidate will be committed to providing excellent customer service and developing tailored financial solutions. Competitive salary and...
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Investment & Financing Advisor — Hybrid
4 weeks ago
Saint-Apollinaire, Canada Desjardins Group Full timeA leading financial services organization in Canada seeks an Advisor for investment and financing. The role involves attending to clients' financial needs, managing relationships, and ensuring high service quality. The ideal candidate will be committed to providing excellent customer service and developing tailored financial solutions. Competitive salary and...
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Personal Finance Advisor
4 weeks ago
Saint-Ambroise-de-Kildare, Canada Desjardins Full timeDesjardins Saint‑Ambroise‑de‑Kildare, Quebec, Canada Personal Finance Advisor Join to apply for the Personal Finance Advisor role at Desjardins. Responsibilities 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. You...
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Advisor, Investment and Financing
4 days ago
Saint-Apollinaire, Canada Desjardins Full timeMany opportunities are currently available in the Chaudière-Appalaches region. RequiredAs an advisor, investment and financing, you will be attentive to what our members and clients are saying to better understand and address each specific situation, with the objective of optimizing their financial health. You will be committed to providing excellent...
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Personal Finance Advisor
1 week ago
Saint-Sylvestre, Canada Desjardins Full timeJoin to apply for the Personal Finance Advisor role at Desjardins. As a personal finance advisor, you develop and maintain lasting and trusting business relationships with members and clients, ensuring their satisfaction. You listen to their needs, offer advice that fits their financial situation, and help them choose appropriate solutions to meet their...
