Current jobs related to Financial Services Advisor - Montreal, Quebec - Desjardins

  • Financial Services Advisor

    2 months ago

    Montreal, Quebec, Canada Sun Life Financial Full time

    {"title": "Financial Services Advisor", "content": "Unlock Your Potential as a Financial Services AdvisorAt Sun Life Financial, we're committed to helping our clients achieve lifetime financial security and live healthier lives. As a Financial Services Advisor, you'll play a critical role in delivering holistic Life, Health, and Wealth solutions to new and...

  • Financial Services Advisor

    2 months ago

    Montreal, Quebec, Canada Sun Life Financial Full time

    {"title": "Financial Services Advisor", "content": "Unlock Your Potential as a Financial Services AdvisorAt Sun Life Financial, we're committed to helping our clients achieve lifetime financial security and live healthier lives. As a Financial Services Advisor, you'll play a critical role in delivering holistic Life, Health, and Wealth solutions to new and...

  • Financial Services Advisor

    2 months ago

    Montreal, Quebec, Canada Sun Life Financial Full time

    {"title": "Financial Services Advisor", "content": "Unlock Your Potential as a Financial Services AdvisorAt Sun Life Financial, we're committed to helping our clients achieve lifetime financial security and live healthier lives. As a Financial Services Advisor, you'll play a critical role in delivering holistic Life, Health, and Wealth solutions to new and...

  • Financial Services Advisor

    2 months ago

    Montreal, Quebec, Canada Sun Life Financial Full time

    {"title": "Financial Services Advisor", "content": "Unlock Your Potential as a Financial Services AdvisorAt Sun Life Financial, we're committed to helping our clients achieve lifetime financial security and live healthier lives. As a Financial Services Advisor, you'll play a critical role in delivering holistic Life, Health, and Wealth solutions to new and...

  • Financial Services Advisor

    4 weeks ago

    Montreal, Quebec, Canada IA Financial Group Full time

    Job Title: Advisor Support SpecialistJob Summary:The Advisor Support Specialist plays a crucial role in providing exceptional support to investors and advisors. This position requires a strong understanding of financial services and customer service principles, as well as excellent communication and interpersonal skills.Key Responsibilities:Provide timely...

  • Financial Services Advisor

    4 weeks ago

    Montreal, Quebec, Canada IA Financial Group Full time

    Job Title: Advisor Support SpecialistJob Summary:The Advisor Support Specialist plays a crucial role in providing exceptional support to investors and advisors. This position requires a strong understanding of financial services and customer service principles, as well as excellent communication and interpersonal skills.Key Responsibilities:Provide timely...

  • Financial Services Advisor

    4 weeks ago

    Montreal, Quebec, Canada IA Financial Group Full time

    Job Title: Advisor Support SpecialistJob Summary:We are seeking a highly skilled and experienced Advisor Support Specialist to join our team at IA Financial Group. As a key member of our client support team, you will be responsible for providing exceptional support to our clients and advisors, ensuring their needs are met and exceeded.Key...

  • Financial Services Advisor

    4 weeks ago

    Montreal, Quebec, Canada IA Financial Group Full time

    Job Title: Advisor Support SpecialistJob Summary:We are seeking a highly skilled and experienced Advisor Support Specialist to join our team at IA Financial Group. As a key member of our client support team, you will be responsible for providing exceptional support to our clients and advisors, ensuring their needs are met and exceeded.Key...

  • Financial Advisor

    4 weeks ago

    Montreal, Quebec, Canada Sun Life Financial Full time

    Unlock Your Potential as a Prospr AdvisorAt Sun Life Financial, we're committed to helping our clients achieve lifetime financial security and live healthier lives. As a Prospr Advisor, you'll play a vital role in delivering holistic Life, Health, and Wealth solutions to new and existing clients.Key Responsibilities:Proactively engage with clients to...

  • Financial Advisor

    4 weeks ago

    Montreal, Quebec, Canada Sun Life Financial Full time

    Unlock Your Potential as a Prospr AdvisorAt Sun Life Financial, we're committed to helping our clients achieve lifetime financial security and live healthier lives. As a Prospr Advisor, you'll play a vital role in delivering holistic Life, Health, and Wealth solutions to new and existing clients.Key Responsibilities:Proactively engage with clients to...

  • Financial Advisor

    1 month ago

    Montreal, Quebec, Canada Sun Life Financial Full time

    Join Our Team as a Financial AdvisorWe are seeking a highly motivated and experienced Financial Advisor to join our team at Sun Life Financial. As a Financial Advisor, you will play a key role in helping our clients achieve their financial goals and secure their financial futures.About the RoleThis is a full-time position that requires a strong understanding...

  • Financial Advisor

    1 month ago

    Montreal, Quebec, Canada Sun Life Financial Full time

    Join Our Team as a Financial AdvisorWe are seeking a highly motivated and experienced Financial Advisor to join our team at Sun Life Financial. As a Financial Advisor, you will play a key role in helping our clients achieve their financial goals and secure their financial futures.About the RoleThis is a full-time position that requires a strong understanding...

  • Financial Advisor

    4 weeks ago

    Montreal, Quebec, Canada Sun Life Financial Full time

    Join Our Team as a Financial AdvisorWe are seeking a highly motivated and experienced Financial Advisor to join our team in Montreal. As a Financial Advisor, you will be responsible for providing holistic Life, Health, and Wealth solutions to new and existing clients.Key Responsibilities:Engage with individual insurance and investment clients over the phone...

  • Financial Advisor

    4 weeks ago

    Montreal, Quebec, Canada Sun Life Financial Full time

    Join Our Team as a Financial AdvisorWe are seeking a highly motivated and experienced Financial Advisor to join our team in Montreal. As a Financial Advisor, you will be responsible for providing holistic Life, Health, and Wealth solutions to new and existing clients.Key Responsibilities:Engage with individual insurance and investment clients over the phone...

  • Financial Advisor

    1 month ago

    Montreal, Quebec, Canada Sun Life Financial Full time

    Unlock Your Potential as a Financial AdvisorAt Sun Life Financial, we're committed to helping our clients achieve lifetime financial security and live healthier lives. As a Financial Advisor, you'll play a vital role in providing holistic Life, Health, and Wealth solutions for new and existing clients.Key Responsibilities:Proactively engage with clients to...

  • Financial Advisor

    1 month ago

    Montreal, Quebec, Canada Sun Life Financial Full time

    Unlock Your Potential as a Financial AdvisorAt Sun Life Financial, we're committed to helping our clients achieve lifetime financial security and live healthier lives. As a Financial Advisor, you'll play a vital role in providing holistic Life, Health, and Wealth solutions for new and existing clients.Key Responsibilities:Proactively engage with clients to...

  • Financial Advisor

    1 month ago

    Montreal, Quebec, Canada Sun Life Financial Full time

    Unlock Your Potential as a Prospr Advisor at Sun Life FinancialAt Sun Life Financial, we're committed to helping our clients achieve lifetime financial security and live healthier lives. As a Prospr Advisor, you'll play a vital role in delivering holistic Life, Health, and Wealth solutions to new and existing clients.As a member of our dynamic team, you'll...

  • Financial Advisor

    4 weeks ago

    Montreal, Quebec, Canada Sun Life Financial Full time

    Unlock Your Potential as a Prospr Advisor at Sun Life FinancialAt Sun Life Financial, we're committed to helping our clients achieve lifetime financial security and live healthier lives. As a Prospr Advisor, you'll play a vital role in delivering holistic Life, Health, and Wealth solutions to new and existing clients.As a member of our dynamic team, you'll...

  • Financial Advisor

    1 month ago

    Montreal, Quebec, Canada Sun Life Financial Full time

    Join Our Team as a Financial AdvisorWe are seeking a highly motivated and experienced Financial Advisor to join our team at Sun Life Financial. As a Financial Advisor, you will play a critical role in helping our clients achieve their financial goals and secure their financial futures.About the RoleThis is a full-time position that requires a strong...

  • Financial Advisor

    1 month ago

    Montreal, Quebec, Canada Sun Life Financial Full time

    Join Our Team as a Financial AdvisorWe are seeking a highly motivated and experienced Financial Advisor to join our team at Sun Life Financial. As a Financial Advisor, you will play a critical role in helping our clients achieve their financial goals and secure their financial futures.About the RoleThis is a full-time position that requires a strong...

Financial Services Advisor

2 months ago

Montreal, Quebec, Canada Desjardins Full time
Job Summary

We are seeking a highly skilled and experienced Financial Services Advisor to join our team at Desjardins. As a Financial Services Advisor, you will be responsible for developing and maintaining long-term relationships with our members and clients, providing them with expert advice and guidance on their financial needs.

Key Responsibilities
  • Client Relationship Management: Develop and maintain strong relationships with members and clients, understanding their financial goals and objectives.
  • Financial Planning: Provide expert advice and guidance on investment strategies, loans, and insurance products to help members and clients achieve their financial goals.
  • Business Development: Identify new business opportunities and develop strategies to grow our member and client base.
  • Staying Up-to-Date: Stay current with market trends, financial services industry developments, and best practices in your field.
What We Offer
  • Competitive Compensation: Competitive salary and annual bonus package.
  • Flexible Work Arrangements: 4 weeks of flexible vacation starting in the first year.
  • Benefits Package: Defined benefit pension plan, group insurance, reimbursement of health and wellness expenses, and telework equipment.
Requirements
  • Education: Bachelor's degree in a related field.
  • Experience: Minimum of two years of relevant experience in the financial services industry.
  • Certifications: Mutual fund representative certificate – Autorité des marchés financiers.
  • Language Skills: Fluency in French and intermediate advanced proficiency in English.
  • Skills: Action-oriented, customer-focused, interpersonal savvy, drive results, and nimble learning.