Advisor, Investment and Financing
3 days ago
Several opportunities are currently available in the greater Montérégie region.As an advisor in 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 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 offerCompetitive 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 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.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) #J-18808-Ljbffr
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Personal Finance Advisor
22 hours ago
Boucherville, Canada Desjardins Full timeAs 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 them choose appropriate solutions to meet their...
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Branch Advisor
1 week ago
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Banking Advisor
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Banking Advisor
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Banking advisor
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Mobile Mortgage Advisor Ii- Bilingual
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Boucherville, Canada CIBC Full timeWe’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...