Wealth Growth Planner — Flexible Vacation, Pension

Financial Planner, Development Join to apply for the Financial Planner, Development role at Desjardins Responsibilities Develop new business with customers composed of individuals and/or business leaders while maintaining a balance between member and customer satisfaction, profitability and the level of risk involved. Develop and maintain business...

Wealth Management Advisor Join to apply for the Wealth Management Advisor role at Desjardins. This position is located in the Greater Trois-Rivieres Metropolitan Area. 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...

A leading financial institution in Trois-Rivières is seeking a Wealth Management Advisor. You will provide financial advice, manage client relationships, and represent the caisse in community outreach. The ideal candidate has a Bachelor's degree and relevant experience. This full-time position offers a competitive salary, annual bonus, and a benefits...

The incumbent is responsible for developing and maintaining personalized business relationships with members and customers and assisting them in achieving their financial goals by providing an integrated high‑calibre specialized savings service offer. He or she generally serves customers with high potential for caisse savings and investments (250,000...

As a wealth management 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...

A leading financial cooperative in Trois-Rivières is seeking a Property and Casualty Insurance Agent to guide clients through selecting the right insurance coverage. The role includes providing personalized service during major life events, with a competitive starting wage of $28.84/hr and benefits like flexible vacation and a pension plan. Candidates must...

As a specialized financing and banking solutions advisor, you help serve, solicit and develop and maintain personalized business relationships with mass-affluent and high-net-worth members of the specialized wealth management network. You develop personalized strategies and offer banking products and services. You serve as a debt management and financing...

Join to apply for the Associate role at National Bank of Canada. 1 week ago – be among the first 25 applicants. Get AI-powered advice on this job and more exclusive features. About the role A career as an Associate in the Wealth Management team at National Bank gives you the opportunity to work in synergy with clients and colleagues. In this role, you will...

A career as an Associate in the Wealth Management team at National Bank, will give you the opportunity to show your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients. **Your job**: - Ensure...

As a specialized financing and banking solutions advisor, you help serve, solicit and develop and maintain personalized business relationships with mass-affluent and high-net-worth members of the specialized wealth management network. You develop personalized strategies and offer banking products and services. You serve as a debt management and financing...