Current jobs related to Financial Security Specialist - Drummondville, Quebec - Desjardins
-
Financial Security Specialist
3 weeks ago
Drummondville, Quebec, Canada Desjardins Full timeAs a life and health insurance financial security advisor at Desjardins, you will play a key role in helping members and clients achieve their financial goals. Your primary responsibility will be to serve, prospect for, solicit, and develop and maintain business relationships with members and clients. You will help sell life and health insurance products and...
-
Financial Security Advisor
1 month ago
Drummondville, Quebec, Canada Desjardins Full timeJob Title: Financial Security AdvisorAt Desjardins, we are seeking a highly skilled Financial Security Advisor to join our team. As a Financial Security Advisor, you will play a key role in helping our members and clients achieve their financial goals by providing expert advice and guidance on life, health, and disability insurance products.Key...
-
Financial Security Advisor
1 month ago
Drummondville, Quebec, Canada Desjardins Full timeJob Title: Financial Security AdvisorAt Desjardins, we are seeking a highly skilled Financial Security Advisor to join our team. As a Financial Security Advisor, you will play a key role in helping our members and clients achieve their financial goals by providing expert advice and guidance on life, health, and disability insurance products.Key...
-
Financial Planning Specialist
3 weeks ago
Drummondville, Quebec, Canada Scotiabank Full timeAbout the RoleWe are seeking a skilled Financial Planning Specialist to join our team at Scotiabank. As a Financial Planning Specialist, you will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.Key ResponsibilitiesConduct in-depth reviews for assigned clients,...
-
Financial Security Advisor
3 weeks ago
Drummondville, Quebec, Canada Desjardins Full timeAs a Financial Security Advisor at Desjardins, you will play a key role in helping clients achieve their financial goals. Your primary responsibility will be to serve, prospect for, solicit, and develop and maintain business relationships with members and clients. You will help sell life and health insurance products and services through multiple...
-
Financial Security Advisor
3 weeks ago
Drummondville, Quebec, Canada Desjardins Full timeAs a Financial Security Advisor at Desjardins, you will play a key role in helping members and clients achieve their financial goals. Your primary responsibility will be to serve, prospect for, solicit, and develop and maintain business relationships with members and clients. You will help sell life and health insurance products and services through multiple...
-
Financial Security Advisor
4 weeks ago
Drummondville, Quebec, Canada Desjardins Full timeThe role of a life and health insurance financial security advisor at Desjardins involves serving, prospecting, soliciting, and developing and maintaining business relationships with members and clients. The advisor helps sell life and health insurance products and services through multiple distribution channels based on member/client needs and current...
-
Financial Security Professional
2 days ago
Drummondville, Quebec, Canada Desjardins Full timeJob SummaryWe are seeking a highly motivated Financial Security Professional to join our team at Desjardins. As a Life and Health Insurance Expert, you will be responsible for serving, prospecting, soliciting, and developing business relationships with clients.
-
Mortgage Financial Specialist
4 days ago
Drummondville, Quebec, Canada Scotiabank Full timeCompany OverviewWe are a leading financial institution dedicated to providing exceptional banking services to our clients.About the RoleWe are seeking a skilled Mortgage Financial Specialist to join our team. This is an exciting opportunity for individuals who are passionate about building strong relationships and providing expert mortgage advice.The...
-
Financial Record Manager
4 weeks ago
Drummondville, Quebec, Canada beBee Professionals Full time $45,000 - $60,000We are seeking a detail-oriented Accounting Specialist to join our finance team at beBee Professionals in Drummondville. In this role, you will be responsible for maintaining accurate financial records, handling accounts payable and receivable, and ensuring the integrity of our accounting practices.Key Responsibilities:Manage and maintain financial records,...
-
Financial Planner
1 month ago
Drummondville, Quebec, Canada Scotiabank Full timeFinancial Planner RoleAs a Financial Planner at Scotiabank, you will play a key role in developing and deepening client relationships by providing high-quality advice and service within the mass affluent market. Your primary focus will be on providing investment and financial planning advice to help clients meet their unique goals.Key ResponsibilitiesConduct...
-
Financial Planner
1 month ago
Drummondville, Quebec, Canada Scotiabank Full timeFinancial Planner RoleAs a Financial Planner at Scotiabank, you will play a key role in developing and deepening client relationships by providing high-quality advice and service within the mass affluent market. Your primary focus will be on providing investment and financial planning advice to help clients meet their unique goals.Key ResponsibilitiesConduct...
-
Financial Planner
1 month ago
Drummondville, Quebec, Canada Scotiabank Full timeFinancial Planner RoleAs a Financial Planner at Scotiabank, you will play a key role in developing and deepening client relationships by providing high-quality advice and service within the mass affluent market. Your primary focus will be on providing investment and financial planning advice to help clients meet their unique goals.Key ResponsibilitiesConduct...
-
Financial Planner
1 month ago
Drummondville, Quebec, Canada Scotiabank Full timeFinancial Planner RoleAs a Financial Planner at Scotiabank, you will play a key role in developing and deepening client relationships by providing high-quality advice and service within the mass affluent market. Your primary focus will be on providing investment and financial planning advice to help clients meet their unique goals.Key ResponsibilitiesConduct...
-
Strategic Financial Consultant
5 days ago
Drummondville, Quebec, Canada Scotiabank Full timeFinancial Planning Role OverviewAs a Financial Planner at Scotiabank, you will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market. Your primary focus will be on providing investment and financial planning advice to help clients meet their unique goals, following a...
-
Strategic Financial Advisor
3 weeks ago
Drummondville, Quebec, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly skilled Financial Planner to join our team at Scotiabank. As a Financial Planner, you will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.Key ResponsibilitiesConduct in-depth reviews for assigned clients, including retirement...
-
Financial Services Representative
3 weeks ago
Drummondville, Quebec, Canada Royal Bank of Canada> Full timeJob SummaryJob DescriptionWhat 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 everyday banking, credit, and investment needs. As an RBC ambassador, you add value in the moments that matter most to clients and...
-
Senior Documentation Specialist
4 days ago
Drummondville, Quebec, Canada AAA Canada Full timeJob OverviewWe are seeking a highly skilled Senior Documentation Specialist to join our team at AAA Canada. This is a permanent position offering stability and security, with opportunities for career growth and professional development.
-
Drummondville, Quebec, Canada Royal Bank of Canada Full timeOverview of the RoleThis position at Royal Bank of Canada focuses on delivering exceptional client experiences through expert advice and guidance in banking, credit, and investment services. The ideal candidate will possess strong problem-solving skills, a client-centric approach, and fluency in both English and French.About the OpportunityWe are seeking an...
-
Financial Planner
4 weeks ago
Drummondville, Quebec, Canada Scotiabank Full timeRole SummaryAs a Financial Planner, you will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market. You will focus on investment sales and new client acquisition, as well as establishing business development opportunities with prospects and clients within the assigned...
Financial Security Specialist
2 months ago
We are seeking a highly skilled Financial Security Advisor to join our team at Desjardins. As a key member of our organization, you will play a vital role in helping our clients achieve their financial goals.
Key Responsibilities- Sell and provide advice on life, health, disability, and critical illness insurance products to meet the diverse needs of our clients.
- Assess customer satisfaction and service quality, and make improvements as needed to ensure exceptional client experiences.
- Establish and maintain strong relationships with referral sources and help target and analyze potential client files to drive business growth.
- Act on business opportunities and present information to partners to help clients reach their financial objectives.
- Stay up-to-date on industry trends and identify new business development opportunities to drive innovation and growth.
- Competitive salary and annual bonus
- 4 weeks of flexible vacation starting in the first year
- Defined benefit pension plan for predictable, stable income throughout retirement
- Group insurance, including telemedicine
- Reimbursement of health and wellness expenses and telework equipment
- Bachelor's degree in a related field
- A minimum of one year of relevant experience
- Representative certificate in Insurance of persons - Autorité des marchés financiers
- Knowledge of French is required
- Valid driver's license and access to a vehicle
