Wealth Management
3 weeks ago
A leading financial institution in Lévis, Canada, is seeking a specialized financing and banking solutions advisor responsible for developing personalized strategies and maintaining business relationships with high-net-worth clients. The ideal candidate will analyze client needs, negotiate credit conditions, and stay updated on financial products. Benefits include a competitive salary, flexible vacation, and a defined benefit pension plan. Knowledge of French and a Bachelor’s degree are required.
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Wealth Management Assistant
1 week ago
Lévis, Canada Desjardins Full timeAs an Wealth Management assistant, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients. You help sell securities products and services through various distribution channels based on member/client needs and current strategies and practices. Your focus areas include discretionary management, mutual...
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Lévis, Canada Desjardins Group Full timeA leading cooperative financial group in Canada is seeking a specialized financing and banking solutions advisor. This role focuses on building personalized relationships with members while providing expert financial advice and support. Candidates should have a bachelor's degree, a mutual fund representative certificate, and at least two years of relevant...
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Lévis, Canada Desjardins Group Full timeA leading cooperative financial group in Canada is seeking a specialized financing and banking solutions advisor. This role focuses on building personalized relationships with members while providing expert financial advice and support. Candidates should have a bachelor's degree, a mutual fund representative certificate, and at least two years of relevant...
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Lévis, Canada Desjardins Group Full timeAs 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...
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Lévis, Canada Desjardins Group Full timeAs 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...
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Lévis, Canada Desjardins Group Full timeAs 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...
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Investment Development Program
13 hours ago
Lévis, Canada Desjardins Full time**The Investment Development Program: A development plan to help you reach new heights!** **About Desjardins Wealth Management** Wealth management includes all the business sectors that provide products and services designed to offer investment solutions to a wide range of clients. These products and services include group retirement savings, institutional...
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Communication Advisor
3 days ago
Lévis, Canada Desjardins Group Full timeCommunication Advisor page is loaded## Communication Advisorremote type: The work arrangement for the position is hybrid worklocations: Lévistime type: Full timeposted on: Posted Yesterdayjob requisition id: R2600795**The challenge:*** You will ensure the design, implementation and evolution of internal and external communications strategies for...
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Lévis, QC, Canada Desjardins Full timeAs 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...
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Lévis, QC, Canada Desjardins Full timeAs 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...