Advisor

1 month ago


SaintHyacinthe, Canada Desjardins Full time

As a securities advisor, 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 funds, exchange-traded funds and structured products. You actively help develop and maintain business relationships with clients. You drive results by reviewing complex information requests and promoting and selling products and services based on your unit’s business objectives and strategies. You balance sales objectives, sound and prudent risk management, profitability and member/client satisfaction. You work with clients who have development potential for your sector. You analyze member/client needs, help develop and implement personalized solutions, and propose integrated service offers. You advise and assist current and potential members and clients. You represent Desjardins and enter the organization into agreements with clients. You also have opportunities to establish and negotiate product and service terms in accordance with standards and procedures. Interpersonal savvy is therefore essential. More specifically, you will be required to:
- Establish an advisory relationship by identifying current and potential needs and supporting client retention- Set goals and advise members and clients on the best solutions and strategies- Analyze and meet complex client needs, handle requests and follow up as needed- Collect, compile and analyze data. Prepare reports and recommendations- Oversee portfolios. Assess customer satisfaction and service quality, follow up and make improvements as needed- Monitor the industry to stay on top of the latest trends, opportunities 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

What you bring to the table- College diploma in a related field- A minimum of three years of relevant experience- Please note that other combinations of qualifications and relevant experience may be considered- Knowledge of French is require

Drive results, Interpersonal Savvy

LI-Hybrid

Trade Union

Non-unionized

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. At Desjardins, 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.

Job Family

Member/client sales and service (FG)

Unposting Date

2024-10-25


  • Banking Advisor

    3 weeks ago


    Saint-Hyacinthe, Quebec, Canada National Bank Full time

    Job SummaryWe are seeking a highly motivated and customer-focused Banking Advisor to join our team at National Bank. As a Banking Advisor, you will be responsible for providing exceptional client service and advice on personal and small business banking products and services.Key ResponsibilitiesProvide personalized banking solutions to clients, including...

  • Banking Advisor

    3 weeks ago


    Saint-Hyacinthe, Quebec, Canada National Bank Full time

    {"title": "Banking Advisor Role", "description": "Job SummaryAs a Banking Advisor at National Bank, you will play a key role in providing exceptional client service and building strong relationships with our clients. You will be responsible for listening to clients' needs, resolving complex situations, and providing advice and solutions to meet their...

  • Banking Advisor

    4 weeks ago


    Saint-Hyacinthe, Quebec, Canada National Bank Full time

    About the RoleWe are seeking a highly motivated and customer-focused Banking Advisor to join our team at National Bank. As a Banking Advisor, you will play a key role in providing exceptional service to our clients, helping them achieve their financial goals, and building strong relationships with our customers.Key ResponsibilitiesListen to clients' needs...

  • Banking Advisor

    4 weeks ago


    Saint-Hyacinthe, Quebec, Canada National Bank Full time

    About the RoleWe are seeking a highly motivated and customer-focused Banking Advisor to join our team at National Bank. As a Banking Advisor, you will play a key role in providing exceptional service to our clients, helping them achieve their financial goals, and building strong relationships with our customers.Key ResponsibilitiesListen to clients' needs...

  • Banking Advisor

    2 weeks ago


    Saint-Hyacinthe, Quebec, Canada National Bank Full time

    About the RoleWe are seeking a skilled Banking Advisor to join our team at National Bank. As a Banking Advisor, you will be responsible for providing exceptional client service and advice on personal and small business banking solutions.Key ResponsibilitiesListen to clients' needs and resolve complex situations.Give advice and offer appropriate solutions for...

  • Banking Advisor

    3 weeks ago


    Saint-Hyacinthe, Quebec, Canada National Bank Full time

    About the RoleThe National Bank is seeking a skilled Banking Advisor to join our team. As a Banking Advisor, you will be responsible for providing exceptional client service and building strong relationships with our clients.Key ResponsibilitiesListen to clients' needs and resolve complex situations.Give advice and offer appropriate solutions for Personal...

  • Banking Advisor

    1 month ago


    Saint-Hyacinthe, Quebec, Canada National Bank Full time

    About the RoleWe are seeking a highly motivated and customer-focused Banking Advisor to join our team at National Bank. As a Banking Advisor, you will play a key role in providing exceptional service to our clients, helping them achieve their financial goals and objectives.Key ResponsibilitiesDevelop and maintain strong relationships with clients,...

  • Banking Advisor

    1 month ago


    Saint-Hyacinthe, Quebec, Canada National Bank Full time

    About the RoleWe are seeking a highly motivated and customer-focused Banking Advisor to join our team at National Bank. As a Banking Advisor, you will play a key role in providing exceptional service to our clients, helping them achieve their financial goals and objectives.Key ResponsibilitiesDevelop and maintain strong relationships with clients,...

  • Banking Advisor

    4 weeks ago


    Saint-Hyacinthe, Quebec, Canada National Bank Full time

    About the RoleWe are seeking a highly motivated and customer-focused Banking Advisor to join our team at National Bank. As a Banking Advisor, you will play a key role in providing exceptional service to our clients, helping them achieve their financial goals and objectives.Key ResponsibilitiesProvide personalized banking solutions to clients, including...

  • Banking Advisor

    4 weeks ago


    Saint-Hyacinthe, Quebec, Canada National Bank Full time

    About the RoleWe are seeking a highly motivated and customer-focused Banking Advisor to join our team at National Bank. As a Banking Advisor, you will play a key role in providing exceptional service to our clients, helping them achieve their financial goals and objectives.Key ResponsibilitiesProvide personalized banking solutions to clients, including...

  • Technical IT Advisor

    2 weeks ago


    Saint-Hyacinthe, Quebec, Canada Intact Financial Corporation Full time

    At Intact Financial Corporation, we're committed to helping our customers prosper in good times and be resilient in bad times. As a Technical IT Advisor, you'll play a critical role in supporting our employees and customers with their technology needs.About the RoleAs a member of our Service Delivery team, you'll be responsible for providing day-to-day...

  • Technical IT Advisor

    2 weeks ago


    Saint-Hyacinthe, Quebec, Canada Intact Financial Corporation Full time

    At Intact Financial Corporation, we're committed to helping our customers prosper in good times and be resilient in bad times. As a Technical IT Advisor, you'll play a vital role in delivering exceptional service to our end-users.About the RoleYou'll be responsible for providing technical support to our employees, troubleshooting IT equipment and software...

  • Banking Advisor

    3 weeks ago


    Saint-Hyacinthe, Canada National Bank Full time

    Job SummaryA career as a Banking Advisor at National Bank offers a unique opportunity to make a positive impact on the lives of clients and colleagues alike. As a Banking Advisor, you will adopt a friendly approach and utilize your analytical skills to provide a people-centric experience for branch clients.Key ResponsibilitiesListen to clients' needs and...

  • Banking Advisor

    2 weeks ago


    Saint-Hyacinthe, Quebec, Canada National Bank Full time

    About the RoleThe National Bank is seeking a skilled Banking Advisor to join our team. As a Banking Advisor, you will be responsible for providing exceptional client service and advice on personal and small business banking needs.Key ResponsibilitiesListen to clients' needs and resolve complex situations.Provide advice and offer appropriate solutions for...

  • Banking Advisor

    1 month ago


    Saint-Hyacinthe, Quebec, Canada National Bank Full time

    About the RoleWe are seeking a highly motivated and customer-focused Banking Advisor to join our team at National Bank. As a Banking Advisor, you will play a key role in providing exceptional service to our clients, helping them achieve their financial goals and objectives.Key ResponsibilitiesBuild and maintain strong relationships with clients,...


  • Saint-hyacinthe, Canada Desjardins Group Full time

    As a senior business advisor, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients. You help sell business products and services through multiple distribution channels based on member/client needs and current strategies and practices. You le


  • Saint-Hyacinthe, Canada Jefo Nutrition Inc. Full time

    A world leader in high-performance, non-medicated nutritional solutions for animals, Jefo markets its products in over 60 countries and has offices worldwide. Founded in 1982 on its philosophy Life made easier, the company improves animal health and increases human longevity by feeding growing populations with better sources of protein. Winner of the...

  • Banking Advisor

    3 weeks ago


    Saint-Hyacinthe, Quebec, Canada National Bank Full time

    Job Title: Banking AdvisorAs a Banking Advisor at National Bank, you will play a key role in providing exceptional client service and support to our clients. This is a dynamic and varied role that requires strong analytical skills, a friendly approach, and a passion for delivering a people-centric experience.Your Responsibilities:Listen to clients' needs and...


  • Saint-Hyacinthe, Canada Jefo Nutrition Inc. Full time

    A world leader in high-performance, non-medicated nutritional solutions for animals, Jefo markets its products in over 60 countries and has offices worldwide. Founded in 1982 on its philosophy Life made easier, the company improves animal health and increases human longevity by feeding growing populations with better sources of protein. Winner of the...


  • Saint-Hyacinthe, Quebec, Canada Desjardins Full time

    Job SummaryWe are seeking a highly skilled Financial Security Advisor to join our team at Desjardins. As a Financial Security Advisor, you will play a key role in helping our clients achieve their financial goals by providing expert advice on life, health, disability, and critical illness insurance products.Key ResponsibilitiesSell and provide advice on...