Specialized Financing and Banking Solutions Advisor

4 weeks ago

Toronto, 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 combinations 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

Desjardins Cross-sector skills

Action oriented, Customer Focus, Differences, Nimble learning

Key competencies for the job

Drive results, Interpersonal Savvy

Work Location

11 King Street West Toronto (MT)

Trade Union

Non Syndiqué

Unposting Date

2023-03-24

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.

  • Banking Advisor

    3 weeks ago

    Toronto, Canada National Bank of Canada Full time

    **Primary Locations**:Toronto, Ontario**: **Attendance**:On-site**: **Employee Status**:Regular**: **Schedule**:Full-time**: As a Banking Advisor at the National Bank in Eastern GTA, 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

    7 days ago

    Toronto, Canada National Bank of Canada Full time

    **Primary Locations**:Toronto, Ontario**: **Attendance**:Hybrid**: **Employee Status**:Regular**: **Schedule**:Part-time**: **Hours Number**:25**: 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

    3 weeks ago

    Toronto, 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 day ago

    Toronto, Canada National Bank of Canada Full time

    **Primary Locations**:Toronto, Ontario**: **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 approach...

  • Banking Advisor

    1 week ago

    Toronto, Canada National Bank of Canada Full time

    **Primary Locations**:Toronto, Ontario**: **Attendance**:On-site**: **Employee Status**:Regular**: **Schedule**:Part-time**: **Hours Number**:20.5**: 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...

  • Banking Advisor

    4 weeks ago

    Toronto, 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

    3 weeks ago

    Toronto, Canada National Bank of Canada Full time

    **Attendance** On-Site **Job Number** 15784 **Category** Support **Status**: Permanent**Schedule**: Part-Time 20 hours**Posting date** 29-Jun-2023 **Location**: Toronto, Ontario**Area of Interest**: Advisory services, Personal bankingsA career as a Banking Advisor at National Bank is a versatile and varied role that allows you to live your ambitions...

  • Banking Advisor

    2 weeks ago

    Toronto, Ontario, Canada National Bank Full time

    Job PostingAttendance On-SiteJob Number: 18003Category: SupportStatus: PermanentType of Contract: PermanentSchedule: Part-Time 25 hoursFull Time / Part Time? Part-TimeNumber of Hours: 25Posting date: 25-Aug-2023Location: Toronto, OntarioCity: TorontoProvince/State: OntarioArea of Interest: Advisory services, Personal bankingA career as a Banking Advisor at...

  • Banking Advisor

    2 weeks ago

    Toronto, Canada NBC Full time

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

  • Banking Advisor

    4 weeks ago

    Toronto, Canada NBC Full time

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

  • Banking Advisor

    4 weeks ago

    Toronto, Ontario, Canada National Bank Full time

    Job PostingAttendance On-SiteJob Number: 18003Category: SupportStatus: PermanentType of Contract: PermanentSchedule: Part-Time 25 hoursFull Time / Part Time? Part-TimeNumber of Hours: 25Posting date: 25-Aug-2023Location: Toronto, OntarioCity: TorontoProvince/State: OntarioArea of Interest: Advisory services, Personal bankingA career as a Banking Advisor at...

  • Retail Sales Solutions Advisor

    7 days ago

    Toronto, Canada Scotiabank Full time

    Requisition ID: 195831 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Retail Sales Solutions** Advisor** We are actively recruiting experienced Retail Sales Solutions Advisors in the Midtown area. **Job Overview**: As a Client Solutions Advisor you will be responsible for onboarding customers that...

  • Banking Advisor

    2 weeks ago

    Greater Toronto Area, Canada Humber College Community Employment Services Full time

    **Interviews will start at 10:00 am on Tuesday March 21, 2023** 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 high-quality advice as you offer a people-centric experience to branch...

  • Premium Banking Advisor

    2 months ago

    Toronto, Canada Royal Bank of Canada Full time

    **Come Work with Us!** At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose. Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work...

  • Banking advisor

    4 weeks ago

    Toronto, Canada National Bank Full time

    Attendance On-Site Job Number 18003 Category Support Status: Permanent Type of Contract Permanent Schedule: Part-Time 25 hours Full Time / Part Time? Part-Time Number of Hours 25 Posting date 25-Aug-2023 Location: Toronto, Ontario City Toronto Province/State Ontario Area of Interest: Advisory services, Personal banking A career as a Banking Advisor at...

  • Banking Advisor

    2 weeks ago

    Toronto, Ontario, Canada National Bank Full time

    Job PostingAttendance On-SiteJob Number: 18946Category: SupportStatus: PermanentType of Contract: PermanentSchedule: Part-Time 15 hoursFull Time / Part Time? Part-TimeNumber of Hours: 15Posting date: 28-Nov-2023Location: Scarborough, OntarioCity: ScarboroughProvince/State: OntarioArea of Interest: Advisory services, Personal bankingA career as a Banking...

  • Banking Advisor

    1 month ago

    Toronto, Ontario, Canada National Bank Full time

    Job PostingAttendance On-SiteJob Number: 18946Category: SupportStatus: PermanentType of Contract: PermanentSchedule: Part-Time 15 hoursFull Time / Part Time? Part-TimeNumber of Hours: 15Posting date: 28-Nov-2023Location: Scarborough, OntarioCity: ScarboroughProvince/State: OntarioArea of Interest: Advisory services, Personal bankingA career as a Banking...

  • Banking Advisor

    4 weeks ago

    Toronto, ON, C6A, Ontario, Canada National Bank Part 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...

  • Retail Sales Solutions Advisor- Mississauga

    2 weeks ago

    Toronto, Canada Scotiabank Full time

    Requisition ID: 200821 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Client Solutions Advisor** We are actively recruiting experienced Client Solutions Advisors in the Toronto West Region. **Job Overview**: As a Retail Sales Solutions Advisor you will be responsible for onboarding customers that...

  • Banking Advisor

    4 weeks ago

    Toronto, Canada National Bank Full time

    Attendance On-Site Job Number 20778 Category Support Status: Permanent Type of Contract Permanent Schedule: Part-Time 20 hours Full Time / Part Time? Part-Time Number of Hours 20 Posting date 29-Apr-2024 Location: Toronto, Ontario City Toronto Province/State Ontario Area of Interest: Advisory services, Personal banking A career as a Banking Advisor at...