Advisor, Investment and Financing
2 weeks ago
The work mode arrangement for the position is full-time on site. ? Many opportunities are currently available in the Lanaudière area. As 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 service Developing strategies and offering investment, financing and insurance products. Manage business relationships, assess member/client satisfaction and service Archivistance, follow up and identify areas for improvement Stay up-to-date on the financial services industry, market trends and best practices in your field. 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 andtesting at wellness expenses and telework equipment * Benefits apply based on eligibility criteria. What you bring to the table Regardless 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. 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 ngok stage in the recruitment process. Just ask Job Family Member/client sales and service (FG) #J-18808-Ljbffr
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Lanaudière, Canada Desjardins Group Full timeA leading financial services provider in the Lanaudière area is seeking an Investment and Financing Advisor. This full-time on-site position involves attending to client needs, developing tailored financial solutions, and ensuring high-quality service. The ideal candidate should prioritize customer satisfaction and maintain up-to-date knowledge of the...
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Lanaudière, Canada Desjardins Full timeA financial services company is looking for dedicated professionals to enhance members’ investment and financing experiences in Lanaudière. You will develop strategies, manage client relationships, and stay updated on industry trends. This full-time position offers a competitive salary, flexible vacation, and a pension plan. Applicants with a passion for...
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Banking advisor
2 weeks ago
Lanaudière, Canada National Bank of Canada Full timeOverviewJoin to apply for the Banking advisor role at National Bank of Canada. A career as a Banking Advisor at NBC is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues. You’ll adopt a friendly approach and use your analytical skills in order to offer a...
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Dynamic Banking Advisor — Personal Finance
4 weeks ago
Lanaudière, Canada Banque Nationale du Canada Full timeA Canadian Bank in Quebec is seeking a Banking Advisor to provide personalized banking services. In this role, you will listen to clients' needs, offer tailored financial solutions, and ensure client satisfaction. Candidates should hold a college diploma and be open to obtaining a mutual fund representative licence. The position offers numerous opportunities...
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Banking advisor
4 weeks ago
Lanaudière, Canada National Bank of Canada Full time1 day ago Be among the first 25 applicants Compensation: Between $55200 - $66900 per year A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues. You’ll adopt a friendly approach and use your analytical skills in...
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Banking advisor
4 weeks ago
Lanaudière, Canada Banque Nationale du Canada Full timeArea(s) of interest: Advisory services, Personal banking A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues. You’ll adopt a friendly approach and use your analytical skills in order to offer a people‑centric...
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Client-Focused Banking Advisor
2 weeks ago
Lanaudière, Canada National Bank of Canada Full timeA leading financial institution in Canada is seeking a Banking Advisor to provide tailored financial solutions and advisory services. This full-time role involves listening to client needs, resolving complex situations, and ensuring satisfaction in a collaborative branch environment. Candidates should have a college diploma and experience in advisory...
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Banking Advisor
4 days ago
Lanaudière, Canada Royal Bank of Canada Full timeJob Description Please note thatsuccessful candidates willberequired to offer and maintainmobilitybetween 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 work...
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Associate
4 weeks ago
Lanaudière, Canada Banque Nationale du Canada Full timeA 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 stand out by offering exceptional customer service that will have a positive, long‑term impact on our clients. Ensure effective communication...
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Lanaudière, Canada BDC Full timeWe are banking at another level. Choosing BDC as your employer means working in a healthy, inclusive, and skilled workplace that puts forward the best conditions to bring together unique teams where employees are empowered to act. It also means being at the centre of ambitious economic and financial projects to see further and to do things differently, to...
