Specialized Financing and Banking Solutions Advisor

2 months ago


Québec, Canada Desjardins Full time

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 Level

NV-07

As an specialized financing and banking solutions advisor, you help serve, solicit, and develop and maintain personalized business relationships with mass-affluent and high-net-worth Signature Service members and clients.

You work closely with the wealth management senior advisor, serving as a partner and supporting business relationships with members and clients. Highly developed interpersonal skills are therefore essential.

You offer premium banking offerings consistent with the strategies and solutions proposed by wealth management senior advisor. You serve as an expert debt management and financing advisor. You are in charge of the banking offering and provide advice on investment savings and everyday financial transactions. You recommend strategies and solutions tailored to the needs of members and clients with the goal of achieving their full satisfaction and ensuring business growth, sound risk and compliance management, and adherence to current practices and policies, leveraging your ability to achieve results.

You listen to the needs of members and clients and seize opportunities by supporting and advising them on the optimal use of technological innovations and the various distribution channels available to them while being mindful of their interests and satisfaction.

General Information on the Position

Main responsibilities- Identify current and potential needs to grow the wealth of members and clients.- Identify and analyze member and client needs, and offer personalized advice regarding financing, complementary investments and everyday financial solutions.- Analyze, answer, handle and follow up on member/client queries about banking services.- Stay on top of the latest products, services and standards in your field.- Help carry out a range of promotional activities including speaking events, information sessions and other special events.

Other working conditions- The work arrangement for the position is hybrid work #LI-Hybrid- Number of jobs available : 1

**Qualifications**:
- Bachelor's degree in a related field- A minimum of 1 year of relevant experience

Please note that other combinaisons of qualifications and relevant experience may be considered- Hold a mutual fund representative certificate - Autorité des marchés financiers- For vacant positions available in Quebec, please note that knowledge of French is required

Specific knowledge- Awareness of financial, economic, political and legislative events- Individual markets, business leaders, and the caisse’s external environment (e.g., clientele, market and competition)- Tax and financial issues for individuals and business owners- Familiarity with all products and services aimed at caisse members and those offered by Desjardins business centres, Desjardins components and Desjardins distribution networks, and those offered by the competition- Good grasp of the philosophy and fundamentals of a financial services cooperative- Policies, legislation and standards as they relate to caisse products and services- Desjardins business processes- Service standards- Debt management- Assessment and follow-up techniques applicable to financing requests

Desjardins Cross-sector skills

Action oriented, Customer Focus, Differences, Nimble learning

Key competencies for the job

Drive results, Interpersonal Savvy

Work Location

Service Signature Desjardins (SSD) Lévis-Lotbinière-Bellechasse

Trade Union

Non Syndiqué

Unposting Date

2023-06-8

Job Family

Member/client sales and service (FG)

Desjardins Group is the largest cooperative financial group in Canada, and one of the largest employers in the country. It offers a full range of financial products and services and is home to a wealth of expertise in property and casualty insurance, life and health insurance, wealth management, services for businesses of all sizes, securities brokerage, asset management, venture capital, and secure, leading-edge virtual access methods.



  • Québec, Canada Desjardins Full time

    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...


  • Québec, Canada Desjardins Full time

    As 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...

  • Banking Advisor

    1 week ago


    Québec, Canada National Bank of Canada Full time

    **Primary Locations**:Lévis, Quebec**: **Attendance**:On-site**: **Employee Status**:Regular**: **Schedule**:Part-time**: **Hours Number**:35**: As a Banking Advisor at the National Bank, you'll live your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues. You’ll adopt a friendly approach and provide...

  • Banking Advisor

    4 weeks ago


    Québec, Canada National Bank of Canada Full time

    **Primary Locations**:Saint-Marc-des-Carrieres, Quebec**: **Attendance**:On-site**: **Employee Status**:Regular**: **Schedule**:Full-time**: As a Banking Advisor at the National Bank in St-Marc-des-Carrières, you'll live your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues. You’ll adopt a friendly...

  • Banking Advisor

    4 weeks ago


    Québec, Canada National Bank of Canada Full time

    **Primary Locations**:Sept-Îles, Quebec**: **Attendance**:On-site**: **Employee Status**:Regular**: **Schedule**:Full-time**: **Hours Number**:35**: As a Banking Advisor at the National Bank, you'll live your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues. You’ll adopt a friendly approach and...

  • Banking Advisor

    2 weeks ago


    Québec, Canada National Bank of Canada Full time

    **Primary Locations**:Gaspé, Quebec**: **Attendance**:On-site**: **Employee Status**:Temporary**: **Timeframe**:12 months**: **Schedule**:Part-time**: **Hours Number**:30**: As a Banking Advisor at the National Bank, you'll live your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues. You’ll adopt a...

  • Banking Advisor

    5 days ago


    Québec, Canada National Bank of Canada Full time

    **Primary Locations**:Sainte-Anne-de-Beaupré, Quebec**: **Attendance**:On-site**: **Employee Status**:Regular**: **Schedule**:Part-time**: As a Banking Advisor at the National Bank, you'll live your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues. You’ll adopt a friendly approach and provide...

  • Banking Advisor

    2 weeks ago


    Québec, Canada National Bank of Canada Full time

    Youtube Video A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues. You’ll adopt a friendly approach and use your analytical skills in order to offer a people-centric experience for branch clients. This role...

  • Banking Advisor

    1 month ago


    Québec, Canada National Bank of Canada Full time

    A career as a Banking Advisor at National Bank is a versatile and varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues. You’ll adopt a friendly approach, listen actively and offer a people-centric experience for branch clients. **Your job**: - Greet clients and...

  • Banking Advisor

    2 weeks ago


    Québec, Canada National Bank of Canada Full time

    A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues. You’ll adopt a friendly approach and use your analytical skills in order to offer a people-centric experience for branch clients. This role offers...


  • Québec City, Canada IG Wealth Management Full time

    Responsibilities : Educating and Engaging IG Advisors Provide individual and Regional Office-level guidance to IG Advisors prior to financing referrals (i.e., client portfolio reviews) to help achieve sales targets Provide guidance to Advisors on: How and when to incorporate financing within the financial planning conversation and provide individual...

  • Banking Advisor

    2 weeks ago


    Québec, Canada National Bank of Canada Full time

    **Primary Locations**:Jonquière, Quebec**: **Attendance**:On-site**: **Employee Status**:Regular**: **Schedule**:Full-time**: A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues. You’ll adopt a friendly...

  • Banking Advisor

    5 days ago


    Québec, Canada National Bank of Canada Full time

    **Primary Locations**:Jonquière, Quebec**: **Attendance**:On-site**: **Employee Status**:Regular**: **Schedule**:Full-time**: A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues. You’ll adopt a friendly...

  • Banking Advisor

    3 days ago


    Québec, Canada National Bank of Canada Full time

    **Primary Locations**:Saint-Marc-des-Carrieres, Quebec**: **Attendance**:On-site**: **Employee Status**:Regular**: **Schedule**:Full-time**: As a Banking Advisor at the National Bank in St-Marc-des-Carrières, you'll live your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues. You’ll adopt a friendly...

  • Banking advisor

    1 week ago


    Québec, Canada National Bank Full time

    A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues. You’ll adopt a friendly approach and use your analytical skills in order to offer a people-centric experience for branch clients. This role offers...

  • Banking Advisor

    4 weeks ago


    Québec, Canada National Bank Full time

    A career as a Banking Advisor at National Bank is a versatile and varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues. You’ll adopt a friendly approach, listen actively and offer a people-centric experience for branch clients. Your job: Greet clients and answer...

  • Banking Advisor

    6 days ago


    Québec, Canada National Bank of Canada Full time

    A career as a Banking Advisor at National Bank is a versatile and varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues. You’ll adopt a friendly approach, listen actively and offer a people-centric experience for branch clients. **Your role**: - Greet clients and...

  • Banking advisor

    3 weeks ago


    Québec City, Canada NBC Full time

    Area of Interest: Advisory services, Personal banking ...

  • Banking advisor

    3 weeks ago


    Québec, Canada National Bank Full time

    Attendance On-Site Job Number 19340 Category Support Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 12-Jan-2024 Location: Sainte-Marie-De-Beauce, Quebec City Sainte-Marie-De-Beauce Province/State Quebec Area of Interest: Advisory services, Personal banking A career as a Banking Advisor at...

  • Banking advisor

    3 weeks ago


    Centre-du-Québec-Ouest (Saint-Bonaventure), Canada National Bank Full time

    A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues. You’ll adopt a friendly approach and use your analytical skills in order to offer a people-centric experience for branch clients. This role offers...