Advisor, Investment and Financing
6 days ago
Join to apply for the Advisor, Investment and Financing role at Desjardins2 weeks ago Be among the first 25 applicantsJoin to apply for the Advisor, Investment and Financing role at Desjardins Several opportunities are currently available in the Centre-du-Québec 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 customer service so as to offer the highest quality financial solutions tailored to their needs. More specifically, you will be required to:Attend to members’ investment and financing needs while ensuring quality serviceDeveloping strategies and offering investment, financing and insurance productsManage business relationships, assess member/client satisfaction and service quality, follow up and identify areas for improvementStay up-to-date on the financial services industry, market trends and best practices in your field.What we offer*Competitive salary and annual bonus4 weeks of flexible vacation starting in the first yearDefined benefit pension plan that provides predictable, stable income throughout retirementGroup insurance including telemedicineReimbursement of health and wellness expenses and telework equipmentBenefits apply based on eligibility criteria.What you bring to the tableRegardless of your experience or education, if you’ve always wanted to work in the financial services industry, send us your application.Our recruiters will contact you to find the job best suited to your career goals. The Desjardins Cooperative Institute (DCI)—provides a unique opportunity to receive training for a career suited to your skills, goals and education.Curious about this profession? Click hereAt 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 askJob FamilyMember/client sales and service (FG)Seniority levelSeniority levelEntry levelEmployment typeEmployment typeFull-timeJob functionJob functionFinance and SalesIndustriesBankingReferrals increase your chances of interviewing at Desjardins by 2xSign in to set job alerts for “Investment Advisor” roles.Victoriaville, Quebec, Canada 2 weeks agoAdvisory Agent, Member and Client ExperienceAdvisory Agent, Member and Client ExperienceVictoriaville, Quebec, Canada 3 months agoVictoriaville, Quebec, Canada 2 weeks agoAdvisory Agent, Member and Client ExperienceWe’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr
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Personal Finance Advisor
6 days ago
Victoriaville, Canada Desjardins Full timePersonal Finance Advisor – DesjardinsJoin to apply for the Personal Finance Advisor role at Desjardins.Be among the first 25 applicants. Posted 1 day ago.Key ResponsibilitiesAdvise 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,...
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Client-Focused Personal Finance Advisor
5 days ago
Victoriaville, Canada Desjardins Group Full timeA leading financial cooperative in Canada is seeking a Personal Finance Advisor based in Victoriaville, Quebec. In this role, you will help serve and solicit members, providing tailored financial solutions while ensuring client satisfaction. You will manage relationships, stay updated on industry trends, and represent the organization in outreach activities....
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Client-Focused Personal Finance Advisor
6 days ago
Victoriaville, Canada Desjardins Group Full timeA leading financial cooperative in Canada is seeking a Personal Finance Advisor based in Victoriaville, Quebec. In this role, you will help serve and solicit members, providing tailored financial solutions while ensuring client satisfaction. You will manage relationships, stay updated on industry trends, and represent the organization in outreach activities....
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Financial Advisor
1 week ago
Victoriaville, Canada Royal Bank of Canada Full time-- - ** What is the opportunity?** As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them. You provide our clients with proactive, professional advice and collaborate with RBC partners to help clients with their goals and key life...
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Financial Advisor
1 day ago
Victoriaville, Canada Royal Bank of Canada> Full timeJob DescriptionWhat is the opportunity? As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them. You provide our clients with proactive, professional advice and collaborate with RBC partners to help clients with their goals and key...
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Victoriaville, Canada Desjardins Full timeA leading financial institution in Canada seeks a Personal Finance Advisor to advise clients on financial strategies and manage relationships. The ideal candidate will have a college diploma and a minimum of two years of experience. Knowledge of French and advanced English is required, along with a willingness to travel frequently within Eastern Quebec. This...
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Personal Finance Advisor
7 days ago
Victoriaville, Canada Desjardins Group Full timeResponsibilities As a personal finance advisor, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients. You provide service tailored to client needs in accordance with current strategies and practices. You help develop and maintain business relationships with members and clients. You drive results by...
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Victoriaville, Canada Desjardins Group Full timeA leading financial services firm in Centre-du-Québec is seeking a Personal Finance Advisor to develop and maintain business relationships with clients. The role requires advising clients on tailored financial solutions, managing relationships, and participating in community outreach. Candidates should have a college diploma, at least two years of relevant...
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Personal Finance Advisor
5 days ago
Victoriaville, Canada Desjardins Group Full timeAs a personal finance advisor, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients. You provide service tailored to client needs in accordance with current strategies and practices. You help develop and maintain business relationships with members and clients. You drive results by reviewing special...
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Personal Finance Advisor
6 days ago
Victoriaville, Canada Desjardins Group Full timeAs a personal finance advisor, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients. You provide service tailored to client needs in accordance with current strategies and practices. You help develop and maintain business relationships with members and clients. You drive results by reviewing special...
