Advisor, Investment and Financing
7 days ago
Advisor, Investment and Financing Location: Saint‑Apollinaire, Quebec, Canada. Many opportunities are currently available in the Chaudière‑Appalaches region. Responsibilities 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 providing 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 College diploma in a related field. A minimum of two years of relevant experience (other combinations may be considered). Knowledge of French is required. Must have a valid driver’s license and access to a vehicle. Job Family Member/client sales and service (FG) Employment type Full‑time Seniority level Entry level Job function Finance and Sales Industries Banking 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. If there’s something we can do to make the recruitment process or this job more accessible, let us know. We can provide accommodations at any stage in the recruitment process. #J-18808-Ljbffr
-
Strategic Investment
7 days ago
Lévis, Canada Desjardins Full timeA financial cooperative is seeking an Advisor for Investment and Financing in Lévis, Quebec. This entry-level position involves addressing members' investment and financing needs, developing strategies for financial products, and managing business relationships. Candidates should have a college diploma and relevant experience. The role offers a competitive...
-
Personal Finance Advisor
7 days ago
Lévis, Canada Desjardins Group Full timePersonal Finance Advisor page is loaded## Personal Finance Advisorremote type: The work arrangement for the position is hybrid worklocations: Lévistime type: Full timeposted on: Posted Todayjob requisition id: R2516131As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with...
-
Personal Finance Advisor
6 days ago
Lévis, QC, 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...
-
Lévis, Canada Desjardins Group Full timeA leading cooperative financial organization in Lévis seeks a Personal Finance Advisor to develop relationships with clients and offer tailored financial advice. This hybrid role involves assessing client needs, advising on investments and loans, and working in a collaborative environment. The ideal candidate holds a Bachelor's degree and a mutual fund...
-
Personal Finance Advisor
2 weeks ago
Lévis, 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...
-
Personal Finance Advisor
5 days ago
Lévis, 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...
-
Wealth Management
7 days ago
Lévis, Canada Desjardins Group Full timeA 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...
-
Expert Banking Advisor- EN
7 days ago
Lévis, Canada RBC Full timeJob Description What is the opportunity? As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high‑value personal and small business clients, by adding value in the moments that matter to them. You provide our clients with proactive, professional advice and collaborate with RBC partners to help clients with their goals and key...
-
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...
-
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...
