Advisor, Investment and financing

2 weeks ago

Saguenay, Canada Desjardins Full time

The work mode arrangement for the position is full-time on site.Several opportunities are currently available in the Saguenay-Lac-Saint-Jean region.Required:As an investment and financing advisor, 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 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.Develop strategies and offer investment, financing, and insurance products.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.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: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. 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 Family:Member/client sales and service (FG)Seniority level:Entry levelEmployment type:Full-timeJob function:Finance and SalesIndustries:Banking #J-18808-Ljbffr

  • Junior Investment

    2 weeks ago

    Saguenay, Canada Desjardins Full time

    An established industry player is seeking an investment and financing advisor to enhance clients' financial health through tailored solutions. This role emphasizes exceptional customer service, developing investment strategies, and managing relationships to ensure satisfaction. The company values equity, diversity, and inclusion, offering a supportive...

  • Personal Finance Advisor

    4 days ago

    Saguenay, Quebec, Canada Desjardins Full time

    The work mode arrangement for the position is full-time on site.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, offer them advice that fits their financial situation and...

  • Personal Finance Advisor

    2 weeks ago

    Saguenay, Quebec, Canada Desjardins Full time

    The work mode arrangement for the position is full-time on siteAs 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...

  • Personal Finance Advisor

    4 days ago

    Saguenay, Quebec, Canada Desjardins Full time

    The work mode arrangement for the position is full-time on site.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, offer them advice that fits their financial situation and...

  • Banking advisor

    4 days ago

    Saguenay, Canada National Bank of Canada Full time

    Join to apply for the Banking advisor role at National Bank of CanadaCompensation: Between $55,200 - $66,900 per yearA 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...

  • Banking advisor

    3 weeks ago

    Saguenay, Canada Banque Nationale du Canada Full time

    Area(s) of interest: Advisory services, Personal banking Location(s): Chicoutimi 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...

  • Banking advisor

    2 weeks ago

    Saguenay, Canada Banque Nationale du Canada Full time

    Area(s) of interest: Advisory services, Personal banking Location(s): Chicoutimi 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...

  • Banking advisor

    2 weeks ago

    Saguenay, Canada National Bank of Canada Full time

    Overview Compensation: Between $49,000 - $60,700 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 to offer a people-centric...

  • Client-Focused Banking Advisor: Growth

    2 weeks ago

    Saguenay, Canada National Bank of Canada Full time

    A prominent financial institution in Canada seeks a Banking Advisor in Saguenay to provide exceptional service to clients. You'll utilize your analytical and interpersonal skills to address client needs across personal finance, investments, and insurance. This role offers career growth through continuous training and opportunities for internal mobility. Join...

  • SUN LIFE FINANCIAL ADVISOR

    3 weeks ago

    Saguenay, Canada Sun Life Financial Full time

    You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll...