Financial Planner, Development
3 weeks ago
Financial Planner, Development Join to apply for the Financial Planner, Development role at Desjardins Responsibilities Develop new business with customers composed of individuals and/or business leaders while maintaining a balance between member and customer satisfaction, profitability and the level of risk involved. Develop and maintain business relationships with members and clients assigned to him or her by responding to their specialized savings needs and by calling on the contribution of Desjardins components as needed. Ensure the transfer of members' external assets and fully develop the potential of members referred to, solicited or prospected by the Caisse. Advise members and customers on the best financial strategies (including debt management) to grow their savings and investment portfolios. Develop and maintain sustainable and customized collaborations with account managers at the Desjardins Business Centre, Desjardins components, and various business partners in the community as well as those referred by members and customers. Be attentive to the needs of members and customers to ensure their full satisfaction, pinpoint business opportunities, and as required, refer them to individuals who can meet their needs. Develop strategies and implement actions to publicize and enhance the reputation of Desjardins Group's wealth management service offer. Adhere to current policies, practices and standards as well as to the various laws governing the distribution of financial products and services. Carry out sound and prudent risk management for the portfolio under his or her responsibility. What You Bring To The Table Bachelor's degree in a related field A minimum of four years of relevant experience Knowledge of French is required 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 Job Family Member/client sales and service (FG) Referrals increase your chances of interviewing at Desjardins by 2x #J-18808-Ljbffr
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Financial Planner, Development
3 weeks ago
Trois-Rivières, Canada Desjardins Group Full timeThe incumbent is responsible for developing and maintaining personalized business relationships with members and customers and assisting them in achieving their financial goals by providing an integrated high‑calibre specialized savings service offer. He or she generally serves customers with high potential for caisse savings and investments (250,000...
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SUN LIFE FINANCIAL ADVISOR
3 weeks ago
Trois-Rivières, Canada Sun Life Financial Full timeYou 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...
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Trois-Rivières, Canada Desjardins Full timeA financial institution is seeking a Financial Planner to develop business with individuals and business leaders in Trois-Rivières. The role involves maintaining relationships, advising clients on financial strategies, and developing collaborations with account managers. Candidates should hold a Bachelor's degree and have at least four years of experience,...
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SUN LIFE FINANCIAL ADVISOR
2 weeks ago
Trois-Rivières, QC, Canada Sun Life Financial Full timeYou 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...
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SUN LIFE FINANCIAL ADVISOR
2 weeks ago
Trois-Rivières, Canada Sun Life Full timeJob Description :Req#JR00034447 FC063 Quebec CentreSUN LIFE FINANCIAL ADVISORFinancial advisors love to build long-term relationships with people and help them plan financially for the various stages of life. They make an impact in their communities providing advice and implementing recommendations in a purpose-driven career with opportunities for unlimited...
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SUN LIFE FINANCIAL ADVISOR
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Trois-Rivières, Canada Sun Life Québec Full timeJoin to apply for the SUN LIFE FINANCIAL ADVISOR role at Sun Life Québec2 weeks ago Be among the first 25 applicantsJoin to apply for the SUN LIFE FINANCIAL ADVISOR role at Sun Life QuébecYou 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...
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Trois-Rivières, Canada Sun Life Financial Full timeAn established industry player is seeking passionate individuals to become financial advisors, helping clients navigate their financial journeys. This role offers unlimited earning potential and the flexibility to build a career that aligns with personal values and goals. Advisors will engage with clients to develop tailored financial strategies, ensuring...
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Financial Advisor
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Trois-Rivières, Canada CIBC Full timeFinancial Advisor – Trois‑Rivières | CIBC We’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. What You’ll Be Doing You’ll build and grow your client portfolio through dedicated relationship management, financial services support,...
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SUMMER STUDENTS
3 weeks ago
Trois-Rivières, Canada Business Development Bank of Canada Full timeSUMMER STUDENTS - FINANCING & BUSINESS DEVELOPMENT - Province of QuebecApply locations: Montreal, Trois-Rivières, SherbrookeTime type: Full timePosted on: Posted 3 Days AgoTime left to apply: End Date: March 24, 2025 (8 days left to apply)Job requisition id: R-6070We are banking at another level.Choosing BDC as your employer means working in a healthy,...
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SUMMER STUDENTS
2 weeks ago
Trois-Rivières, Canada Business Development Bank of Canada Full timeSUMMER STUDENTS - FINANCING & BUSINESS DEVELOPMENT - Province of Quebec Apply locations: Montreal, Trois-Rivières, Sherbrooke Time type: Full time Posted on: Posted 3 Days Ago Time left to apply: End Date: March 24, 2025 (8 days left to apply) Job requisition id: R-6070 We are banking at another level. Choosing BDC as your employer means working in a...
