Current jobs related to Wealth Management Consultant - Mascouche, Quebec - Desjardins

  • Wealth Management Consultant

    6 days ago

    Mascouche, Quebec, Canada Desjardins Full time

    Job DescriptionWe are seeking an experienced Wealth Management Advisor to join our team at Desjardins. As a key member of our financial services team, you will be responsible for developing and maintaining lasting relationships with our clients, providing personalized advice and guidance to help them achieve their financial goals.Key ResponsibilitiesProduce...

  • Wealth Management Specialist

    2 months ago

    Mascouche, Quebec, Canada Desjardins Full time

    Job Title: Wealth Management AdvisorAs a Wealth Management Advisor at Desjardins, you will play a key role in developing and maintaining lasting and trusting business relationships with members and clients. Your primary responsibility will be to listen to their needs, offer advice that fits their financial situation, and help them choose appropriate...

  • Wealth Management Specialist

    2 months ago

    Mascouche, Quebec, Canada Desjardins Full time

    Job Title: Wealth Management AdvisorAs a Wealth Management Advisor at Desjardins, you will play a key role in developing and maintaining lasting and trusting business relationships with members and clients. Your primary responsibility will be to listen to their needs, offer advice that fits their financial situation, and help them choose appropriate...

  • Wealth Management Specialist

    2 months ago

    Mascouche, Quebec, Canada Desjardins Full time

    Job Title: Wealth Management AdvisorAs a Wealth Management Advisor at Desjardins, you will play a key role in developing and maintaining lasting and trusting business relationships with members and clients. Your primary responsibility will be to listen to their needs, offer advice that fits their financial situation, and help them choose appropriate...

  • Wealth Management Specialist

    1 month ago

    Mascouche, Quebec, Canada Desjardins Full time

    Job Title: Wealth Management AdvisorAs a Wealth Management Advisor at Desjardins, you will play a key role in developing and maintaining lasting and trusting business relationships with members and clients. Your primary responsibility will be to listen to their needs, offer advice that fits their financial situation, and help them choose appropriate...

  • Wealth Management Advisor

    2 weeks ago

    Mascouche, Quebec, Canada Desjardins Full time

    As a wealth management advisor at Desjardins, you will be responsible for developing and maintaining lasting and trusting business relationships with members and clients. Your role is to listen to their needs, offer advice that fits their financial situation, and help them choose appropriate solutions to meet their financial goals. You will work closely with...

  • Wealth Management Advisor

    3 weeks ago

    Mascouche, Quebec, Canada Desjardins Full time

    As a wealth management advisor at Desjardins, you will be responsible for developing and maintaining lasting and trusting business relationships with members and clients. Your role is to listen to their needs, offer advice that fits their financial situation, and help them choose appropriate solutions to meet their financial goals. You will work closely with...

  • Wealth Management Advisor

    4 weeks ago

    Mascouche, Quebec, Canada Desjardins Full time

    Job SummaryWe are seeking a highly skilled Wealth Management Advisor to join our team at Desjardins. As a key member of our business centre, you will be responsible for developing and maintaining lasting relationships with our members and clients, providing them with expert advice and guidance to help them achieve their financial goals.Key...

  • Wealth Management Advisor

    4 weeks ago

    Mascouche, Quebec, Canada Desjardins Full time

    Job SummaryWe are seeking a highly skilled Wealth Management Advisor to join our team at Desjardins. As a key member of our business centre, you will be responsible for developing and maintaining lasting relationships with our members and clients, providing them with expert advice and guidance to help them achieve their financial goals.Key...

  • Accounting Cycle Manager

    3 weeks ago

    Mascouche, Quebec, Canada A & A Consultants Full time

    Accounting Technician RoleWe are seeking a skilled accounting technician to join our team at A & A Consultants. As a key member of our accounting team, you will be responsible for managing the complete accounting cycle, including closing the month of tax production, managing accounts payable and receivable, payroll management, and performing bank...

  • Accounting Cycle Manager

    2 weeks ago

    Mascouche, Quebec, Canada A & A Consultants Full time

    Accounting Technician RoleWe are seeking a highly skilled accounting technician to join our team at A & A Consultants. As a key member of our accounting team, you will be responsible for managing the complete accounting cycle, including closing the month of tax production, managing accounts payable and receivable, payroll management, and performing bank...

  • Financial Security Specialist

    3 weeks ago

    Mascouche, Quebec, Canada Royal Bank of Canada> Full time

    Opportunity OverviewWe are seeking a highly motivated and entrepreneurial individual to join our Field Sales team at Royal Bank of Canada. As an accredited Life & Wealth Advisor, you will provide integrated life insurance planning and advice to your existing network of referrals and new RBC client acquisitions. Your drive to understand the full-suite of RBC...

  • Financial Services Professional

    3 weeks ago

    Mascouche, Quebec, Canada Desjardins Full time

    As a wealth management advisor at Desjardins, you will be responsible for developing and maintaining lasting and trusting business relationships with members and clients. Your role is to listen to their needs, offer advice that fits their financial situation, and help them choose appropriate solutions to meet their financial goals. You will work closely with...

  • Sales Representative

    2 weeks ago

    Mascouche, Quebec, Canada Grenier Volkswagen Full time

    SALES CONSULTANT JOB AT GRENIER VOLKSWAGENAs a Sales Consultant at Grenier Volkswagen, you will be responsible for delivering exceptional customer experiences and driving sales growth.Key Responsibilities:Develop and maintain strong relationships with customers to understand their needs and preferences.Deliver and explain vehicles sold, ensuring a seamless...

  • Accounting Specialist

    1 month ago

    Mascouche, Quebec, Canada A & A Consultants Full time

    Accounting Technician RoleWe are seeking a highly skilled and experienced accounting technician to join our team at A & A Consultants. As a key member of our accounting team, you will be responsible for managing the complete accounting cycle, including closing the month of tax production, managing accounts payable and receivable, payroll management, and...

  • Accounting Specialist

    1 month ago

    Mascouche, Quebec, Canada A & A Consultants Full time

    Accounting Technician RoleWe are seeking a highly skilled and experienced accounting technician to join our team at A & A Consultants. As a key member of our accounting team, you will be responsible for managing the complete accounting cycle, including closing the month of tax production, managing accounts payable and receivable, payroll management, and...

  • Accounting Specialist

    3 weeks ago

    Mascouche, Quebec, Canada A & A Consultants Full time

    Accounting Technician RoleWe are seeking a dynamic professional to join our accounting team as an Accounting Technician. This role is essential for our company's growth and success.Main Responsibilities:Manage the complete accounting cycle, including financial reporting and analysis.Closing the month of tax production and ensuring accurate financial...

  • Accounting Specialist

    3 weeks ago

    Mascouche, Quebec, Canada A & A Consultants Full time

    We are seeking a highly skilled Accounting Technician to join our team at A & A Consultants. As a key member of our accounting team, you will be responsible for managing the complete accounting cycle, including closing the month of tax production, managing accounts payable and receivable, and performing bank reconciliation.Main Responsibilities:Manage the...

  • Sales Consultant

    5 months ago

    Mascouche, Canada Boutique La Vie En Rose Full time

    Join a diverse and talented team For years now, we’ve been designing lingerie and swimwear for everyday living. Why do we do what we do? Because we want women around the world to look and feel their best! Join our dynamic team to start a stimulating professional career in a committed and constantly evolving environment. We’re a proudly local company...

  • Financial Advisor

    5 months ago

    Mascouche, Canada Scotiabank Full time

    Requisition ID: 192189 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: As an Investment & Personal Banking Specialist you are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, your focus is to provide...

  • Customer Experience Associate

    5 months ago

    Mascouche, Canada Scotiabank Full time

    Requisition ID: 198521 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve their financial...

  • Conseiller ou conseillère, Gestion de patrimoine

    4 months ago

    Mascouche, Canada Desjardins Full time

    As a wealth management advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role is to listen to members’ and clients’ needs, offer them advice that fits their financial situation and help them choose appropriate solutions to meet their...

  • Financial Security Advisor, Insurance

    4 months ago

    Mascouche, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionWhat is the opportunity? We are looking for self-motivated, highly driven and entrepreneurial individuals to join our Field Sales team at RBC Insurance. As an accredited Life & Wealth Advisor (HLLQP/LLQP) you provide integrated life insurance planning and advice to your existing network of referrals and new RBC client acquisitions....

  • Administrative Assistant

    5 months ago

    Mascouche, Canada Protection Incendie Atlas Inc. Full time

    Education: Secondary (high) school graduation certificate - Experience: 1 year to less than 2 years - or equivalent experience **Tasks**: - Schedule and confirm appointments - Manage contracts - Answer telephone and relay telephone calls and messages - Answer electronic enquiries - Compile data, statistics and other information - Oversee the preparation of...

  • Financial Services Representative

    5 months ago

    Mascouche, 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...

  • Financial Services Representative

    5 months ago

    Mascouche, 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...

  • Financial Service Representative, Mascouche

    5 months ago

    Mascouche, 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...

  • Administrative Assistant

    5 months ago

    Mascouche, Canada Protection Incendie Atlas Inc. Full time

    Education: College, CEGEP or other non-university certificate or diploma from a program of 1 year to 2 years - Experience: 1 year to less than 2 years - or equivalent experience **Tasks**: - Schedule and confirm appointments - Manage contracts - Answer telephone and relay telephone calls and messages - Answer electronic enquiries - Compile data, statistics...

  • Administrative Assistant

    5 months ago

    Mascouche, Canada Protection Incendie Atlas Inc. Full time

    Education: - Expérience: **Education**: - College, CEGEP or other non-university certificate or diploma from a program of 1 year to 2 years - or equivalent experience **Tasks**: - Schedule and confirm appointments - Manage contracts - Answer telephone and relay telephone calls and messages - Answer electronic enquiries - Compile data, statistics and...

  • Conseiller en Contrôle D'éclairage Et de

    5 months ago

    Mascouche, Canada Éclairage Hitech inc. Full time

    **OFFRE D’EMPLOI** **Conseiller en contrôle d'éclairage et de l'intégration des technologies** Éclairage HITECH est un agent manufacturier en éclairage et contrôle présent partout au Québec. Présentement, notre nouveau bureau situé à Mascouche est en pleines croissances et nous devons donc grossir notre équipe. Nous sommes à la recherche...

  • Financial Services Representative

    5 months ago

    Mascouche, 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...

  • Financial Services Representative

    4 weeks ago

    Mascouche, 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...

  • Personal Banker

    3 months ago

    Mascouche, Canada BMO Financial Group Full time

    825 Montee Masson Mascouche Quebec,J7K 3G1 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer...

  • Receptionist – Insolvency Trustee Office

    1 day ago

    Mascouche, Canada M. Roy & Associés inc. Full time

    Purpose of the position:The receptionist is the first person in contact with customers. She will be responsible for customer service for all calls and will ensure the reception of visitors. In a professional and confidential environment, she will have to guide customers with empathy and efficiency, while supporting the insolvency advisors and trustees in...

  • Investment Specialist

    5 months ago

    Mascouche, 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...

Wealth Management Consultant

3 months ago

Mascouche, Quebec, Canada Desjardins Full time

Position Overview

As a Wealth Management Consultant, you will play a crucial role in fostering and nurturing enduring and trustworthy relationships with clients and members. Your primary objective is to ensure their satisfaction by understanding their financial needs and providing tailored advice that aligns with their financial circumstances.

Key Responsibilities

  • Offer strategic guidance to clients and members, assisting them in identifying their financial aspirations.
  • Manage and enhance business relationships, evaluating client satisfaction and service quality while identifying opportunities for improvement.
  • Stay informed about the financial services sector, including market dynamics and best practices.
  • Engage in community outreach initiatives and represent the organization effectively.

What We Provide

  • Attractive salary with annual performance bonuses.
  • Four weeks of flexible vacation starting from the first year.
  • Defined benefit pension plan ensuring stable income during retirement.
  • Comprehensive group insurance including telemedicine services.
  • Reimbursement for health and wellness expenses, as well as telework equipment.

Qualifications

  • Bachelor's degree in a relevant discipline.
  • A minimum of two years of pertinent experience.
  • Mutual fund representative certification from the regulatory authority.
  • Proficiency in French is mandatory.
  • Awareness of current financial, economic, political, and legislative developments.
  • Expertise in analyzing individual markets and understanding the external environment.
  • Specialized knowledge in taxation, finance, and succession planning for individuals and businesses.
  • Familiarity with products and services available to members and those offered by competing institutions.
  • Understanding of debt management principles.
  • Knowledge of compliance regulations regarding financial product distribution.
  • Insight into the philosophy and principles of financial cooperatives.
  • Awareness of policies and standards related to products and services.
  • Understanding of organizational processes and service standards.
  • Availability to work one evening per week until 8 PM.

Drive results and demonstrate interpersonal savvy.

#LI-Hybrid

Trade Union

Non-unionized