Financial Security Advisor

3 days ago

SainteThècle, Canada Desjardins Full time

Join to apply for the Financial Security Advisor role at Desjardins 1 day ago Be among the first 25 applicants Our network of more than 200 financial security advisors working at different Desjardins caisses plays a key role in the industry. We're currently expanding this great team and have many opportunities available in different regions of Quebec. Responsibilities Work as a team as you proactively sell insurance products and services, including life, health, disability and critical illness insurance, based on the needs of Desjardins members and clients. Assess client satisfaction and service quality, follow up and make improvements as needed. Establish and maintain good relationships with referral sources. Help target and analyze potential member/client files. Act on business opportunities and present information to partners so that members and clients can reach their financial goals. Help monitor the industry to identify business development opportunities and stay on top of new products and trends. 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 Knowledge of French is required Must have a valid driver's licence and access to a vehicle Available to work Monday to Friday including 2 evenings No matter what your career path or formal training may be, if you've always wanted to work in the financial sector, now is the time to apply Our recruiters will be in touch to identify the best opportunity for you that meets your career goals. Desjardins has a training institute (DCI) that offers you a unique opportunity to get the training you need to pursue a career that's the perfect fit for your skills, goals and education. 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 Job Family Life and health insurance (FG) Seniority level Entry level Employment type Full-time Job function Finance and Sales Industries Banking Referrals increase your chances of interviewing at Desjardins by 2x Sign in to set job alerts for “Financial Security Advisor” roles. We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr

  • Financial Advisor, Ste-julie

    2 weeks ago

    Sainte-Julie, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Financial Advisor Quebec City

    2 weeks ago

    Sainte-Foy, Canada Scotiabank Full time

    Requisition ID: 165456 Join the Global Community of Scotiabankers to help customers become better off. Financial Advisor - Quebec At Scotiabank we help employees build their futures - where they can be themselves, and win together. With a commitment to diversity and inclusion and a performance-oriented culture that includes coaching, learning, and...

  • Financial Advisor Sainte-foy

    6 days ago

    Sainte-Foy, Canada Scotiabank Full time

    Requisition ID: 166449 Join the Global Community of Scotiabankers to help customers become better off. Financial Advisor - Quebec At Scotiabank we help employees build their futures - where they can be themselves, and win together. With a commitment to diversity and inclusion and a performance-oriented culture that includes coaching, learning, and...

  • Financial Advisor Sainte-foy

    2 weeks ago

    Sainte-Foy, Canada Scotiabank Full time

    Requisition ID: 159307 Join the Global Community of Scotiabankers to help customers become better off. Financial Advisor Saint-Foy At Scotiabank we help employees build their futures - where they can be themselves, and win together. With a commitment to diversity and inclusion and a performance-oriented culture that includes coaching, learning, and...

  • Financial Advisor

    6 days ago

    Sainte-Mélanie, Canada Transport Gaston Nadeau inc. Full time

    Education: - Expérience: - **Education**: - Bachelor's degree - ** Screening questions**: - Do you have the above-indicated required certifications? - What is the highest level of study you have completed? - ** Experience**: - 5 years or more - ** Health benefits**: - Disability benefits - Health care plan - ** Financial benefits**: - As per...

  • Administrative Assistant

    2 weeks ago

    Sainte-Foy, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Business Advisor-sainte-julie, Qc

    1 hour ago

    Sainte-Julie, Canada Scotiabank Full time

    Requisition ID: 229055 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: Our Business Advisors (BA) are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking network, the focus is to provide exceptional service throughout the...

  • Trusted Personal Finance Advisor

    3 days ago

    Sainte-Thérèse, Canada Desjardins Group Full time

    A leading financial services provider in Canada is seeking a Personal Finance Advisor to develop strong client relationships and recommend appropriate financial solutions. Responsibilities include advising clients, managing satisfaction, and participating in community outreach. A Bachelor's degree and relevant experience are required, along with the ability...

  • Expert Banking Advisor

    1 week ago

    Sainte-Agathe-des-Monts, Canada Royal Bank of Canada> Full time

    Job DescriptionPlease note that successful candidates will be required to offer and maintain mobility between the branch locations listed in the "Job Available at Other Locations" section of this job posting. As part of RBC's commitment to providing exceptional client service and achieving its business objectives, the ability and willingness to travel or...

  • Personal Finance Advisor

    3 days ago

    Sainte-Thérèse, Canada Desjardins Full time

    Join to apply for the Personal Finance Advisor role at Desjardins. Be among the first 25 applicants. 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. Your role is to listen to members’ and clients’ needs,...