Specialized Financing and Banking Solutions Advisor

2 weeks ago


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 expert advisor. You offer financial services and provide advice on savings, investments and everyday financial transactions. You work closely with the wealth manager and the business centre manager, serving as a partner and supporting business relationships with clients. Interpersonal savvy is therefore essential. You offer premium support to members and clients. You make recommendations to ensure the full satisfaction of members and clients and to support business growth. You drive results by ensuring sound risk and compliance management, and compliance with practices and policies. You serve as an expert in your line of work, mentoring and coaching members of your team. You are attentive to member/client needs. You act on opportunities and advise and assist members and clients to help them get the most out of new technology and distribution channels. You are mindful of their interests and satisfaction. More specifically, you will be required to:
- Identify current and potential needs, with a focus on growing 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 standards, products and services in your field.- Negotiate credit conditions in accordance with risk management and profitability standards.- Be familiar with Desjardins's digital solutions and help members and clients use them by providing information and assistance.- Contribute to business development objectives for Signature Service (Desjardins Securities) by working closely with key collaborators at Desjardins, while ensuring the in-transfer and development of new business with target clients.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- Bachelor's degree in a related field- A minimum of two years of relevant experience- Please note that other combinations of qualifications and relevant experience may be considered- Knowledge of French is required

Action oriented, Collaborates, Customer Focus, Drive results, Innovation, Interpersonal Savvy

LI-Hybrid

Trade Union

Non Syndiqué

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

2024-05-18



  • 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

    5 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 job**: - Greet clients and...

  • Banking Advisor

    6 hours 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...

  • Collections Advisor

    1 month ago


    Québec, Canada Scotiabank Full time

    Requisition ID: 176101 Join the Global Community of Scotiabankers to help customers become better off. **Collections Advisor - Anjou, Quebec** Scotia Dealer Advantage is one of Canada’s largest and fastest growing Special Finance companies providing automotive financing programs nationwide. We build partnerships with authorized independent and franchise...


  • Québec City, Canada Royal Bank of Canada> Full time

    Job SummaryJob Description**This is an opportunity for candidates to express their interest in current and future positions in the Quebec City locations **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...


  • Québec City, Canada Royal Bank of Canada> Full time

    Job SummaryJob Description**This is an opportunity for candidates to express their interest in current and future positions in the Quebec City locations **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...


  • Québec City, Canada Royal Bank of Canada> Full time

    Job SummaryJob Description**This is an opportunity for candidates to express their interest in current and future positions in the Quebec City locations **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...


  • 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, QC, Canada Rbc Full time

    Job Summary Job Description ~ This is an opportunity for candidates to express their interest in current and future positions in the Quebec City locations ** What is the opportunity? This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with...

  • Banking Advisor- EN

    1 week ago


    Québec, QC, Canada Rbc Full time

    Job Summary Job Description This is an opportunity for candidates to express their interest in current and future positions in the Quebec City locations ** What is the opportunity? This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with...

  • Banking Advisor

    4 weeks ago


    Québec, Quebec, Canada Royal Bank of Canada Full time

    Job SummaryJob Description**This is an opportunity for candidates to express their interest in current and future positions in the Quebec City locations **What is the opportunity?This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their...


  • 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...

  • Banking Advisor

    4 weeks ago


    Québec City, Canada Royal Bank of Canada> Full time

    Job SummaryJob Description**This is an opportunity for candidates to express their interest in current and future positions in the Quebec City locations **What is the opportunity?This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their...

  • Banking Advisor

    4 days ago


    Québec City, Canada Royal Bank of Canada> Full time

    Job SummaryJob Description**This is an opportunity for candidates to express their interest in current and future positions in the Quebec City locations **What is the opportunity?This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their...

  • Banking Advisor

    3 days ago


    Québec City, Canada Royal Bank of Canada> Full time

    Job SummaryJob Description**This is an opportunity for candidates to express their interest in current and future positions in the Quebec City locations **What is the opportunity?This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their...


  • Québec, Canada CIBC Full time

    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. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...


  • Québec, Canada TD Bank Full time

    411036BR Insurance Montreal, QC June 12, 2023 Company Overview Department Overview TD Insurance is part of TD Bank Group, one of Canada’s largest financial institutions. TD Insurance helps protect clients from the ‘accidents of life’ with a wide range of products including credit protection, life, health, travel, home and auto insurance. With...


  • Québec, Canada UAP Inc. Full time

    Company Description **Be part of a community of authentic, proud and trusted people** At UAP, we believe we don’t just deliver car and heavy vehicle parts all around the country; we also help keep Canadians** **moving** forward**. This makes for a special kind of workplace. We have the experience and strength of our 100-year legacy and the desire to...


  • Québec, Canada National Bank of Canada Full time

    As an Analyst intern, you will work in collaboration with our Financing Solutions Managers and Account Managers in providing financing to our corporate clients. **Your role** - Conduct credit analyses of maturing loans, according to the standards established by the Bank, and make recommendations - Negotiate financing terms and conditions with the Credit...


  • Québec, Quebec, Canada BFL CANADA Risk and Insurance Full time

    We offer more than a job, we offer a careerWe support our employees to shape their career by encouraging continuing education and investing in training and development. We put our employees at the center of what we do to allow them to grow personally and professionally, with projects and challenges that are motivating and rewarding. We inspire people to do...