Financial Services Specialist
7 days ago
We are seeking a highly skilled Financial Advisor to join our team at Marjolaine Dion C.O. et RH. As a key member of our financial services team, you will be responsible for providing expert financial guidance to our clients.
Key Responsibilities- Financial Planning: Develop and implement comprehensive financial plans for clients, taking into account their unique goals and objectives.
- Financial Analysis: Analyze clients' financial records to identify areas for improvement and provide recommendations for optimization.
- Cash Management: Provide guidance on cash management strategies, including budgeting and investment planning.
- Insurance and Estate Planning: Make recommendations on insurance coverage and estate planning to ensure clients' financial security.
- Client Communication: Develop and maintain strong relationships with clients through regular communication and education on financial matters.
- Education: Secondary (high) school graduation certificate
- Personal Qualities: Dependability, efficient interpersonal skills, excellent oral communication, initiative, interpersonal awareness, and organized
- Work Experience: Will train
- Work Environment: Hybrid
- Benefits: Dental plan, health care plan, commission, life insurance, and Registered Retirement Savings Plan (RRSP)
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Financial Services Representative
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Financial Services Representative
7 days ago
Victoriaville, Quebec, Canada Desjardins Full timeAs a customer service professional, you must be willing and motivated to meet the needs of our members and clients by contributing to their financial health and empowerment. You'll provide quality service and find personalized financial solutions on a daily basis. Here's a featured position we're currently hiring for in the Centre-du-Québec region:Financial...
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Financial Planning Specialist
5 days ago
Victoriaville, Quebec, Canada Marjolaine Dion C.O. et RH Full timeAbout the RoleWe are seeking a highly skilled and motivated Financial Planning Specialist to join our team at Marjolaine Dion C.O. et RH. As a key member of our financial services team, you will be responsible for providing expert financial planning and advisory services to our clients.Key ResponsibilitiesClient Needs Assessment: Conduct thorough assessments...
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Financial Planning Specialist
6 days ago
Victoriaville, Quebec, Canada Marjolaine Dion C.O. et RH Full timeAbout the RoleWe are seeking a highly skilled and motivated Financial Planning Specialist to join our team at Marjolaine Dion C.O. et RH. As a key member of our financial services team, you will be responsible for providing expert financial planning and advisory services to our clients.Key ResponsibilitiesClient Needs Assessment: Conduct thorough assessments...
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Financial Planning Specialist
2 days ago
Victoriaville, Quebec, Canada Marjolaine Dion C.O. et RH Full timeAbout the RoleWe are seeking a highly skilled and motivated Financial Planning Specialist to join our team at Marjolaine Dion C.O. et RH. As a key member of our financial services team, you will be responsible for providing expert financial planning and advisory services to our clients.Key ResponsibilitiesClient Needs Assessment: Conduct thorough assessments...
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Financial Planning Specialist
2 days ago
Victoriaville, Quebec, Canada Marjolaine Dion C.O. et RH Full timeAbout the RoleWe are seeking a highly skilled and motivated Financial Planning Specialist to join our team at Marjolaine Dion C.O. et RH. As a key member of our financial services team, you will be responsible for providing expert financial planning and advisory services to our clients.Key ResponsibilitiesClient Needs Assessment: Conduct thorough assessments...
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Financial Planning Specialist
1 week ago
Victoriaville, Quebec, Canada Marjolaine Dion C.O. et RH Full timeAbout the RoleWe are seeking a highly motivated and detail-oriented Financial Planning Specialist to join our team at Marjolaine Dion C.O. et RH. As a key member of our financial services team, you will be responsible for providing expert financial planning and advisory services to our clients.Key ResponsibilitiesClient Needs Assessment: Conduct thorough...
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Financial Services Specialist
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Victoriaville, Quebec, Canada Marjolaine Dion C.O. et RH Full timeAbout the RoleWe are seeking a highly skilled Financial Advisor to join our team at Marjolaine Dion C.O. et RH. As a key member of our financial services team, you will be responsible for providing expert financial guidance to our clients.Key ResponsibilitiesFinancial Planning: Develop and implement comprehensive financial plans for clients, taking into...
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Financial Services Specialist
3 days ago
Victoriaville, Quebec, Canada Marjolaine Dion C.O. et RH Full timeAbout the RoleWe are seeking a highly skilled Financial Advisor to join our team at Marjolaine Dion C.O. et RH. As a key member of our financial services team, you will be responsible for providing expert financial guidance to our clients.Key ResponsibilitiesFinancial Planning: Develop and implement comprehensive financial plans for clients, taking into...
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Financial Planning Specialist
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