Financial Services Consultant

1 week ago


RouynNoranda, Canada Desjardins Full time
About the Role

As a Financial Services Consultant with Desjardins, you will play a key role in developing and maintaining lasting business relationships with members and clients to ensure their satisfaction.

Key Responsibilities
  • Advise members and clients on the best strategies to meet their financial goals.
  • Manage business relationships, assess member/client satisfaction, and identify areas for improvement.
  • Stay up-to-date on the financial services industry, market trends, and best practices in your field.
  • Participate in outreach activities and represent Desjardins in the community.
What We Offer
  • Competitive salary: $80,000 - $100,000 per year.
  • 4 weeks of flexible vacation starting in the first year.
  • Defined benefit pension plan that provides predictable, stable income throughout retirement.
  • Group insurance including telemedicine.
  • Reimbursement of health and wellness expenses and telework equipment.
Required Skills and Qualifications
  • College diploma in a related field.
  • A minimum of two years of relevant experience.
  • Mutual fund representative certificate – Autorité des marchés financiers.
  • Knowledge of French is required.

We are an equal opportunities employer and welcome applications from diverse candidates. Please note that other combinations of qualifications and relevant experience may be considered.



  • Rouyn-Noranda, Canada Royal Bank of Canada Full time

    Job Overview We are seeking a highly motivated and experienced Professional Financial Consultant to join our team in Rouyn-Noranda, Canada.


  • Rouyn-Noranda, Canada Royal Bank of Canada Full time

    Job Opportunity:As a RBC Financial Planner, Investment and Retirement Planning, you will develop relationships and create custom investment solutions for prospective and existing RBC clients. You will have the opportunity to work with a dynamic and collaborative team, and be supported by internal partners who send client referrals your way.Key...


  • Rouyn-Noranda, Canada Desjardins Full time

    pAs a financial services advisor at Desjardins, you will play a key role in developing and maintaining lasting business relationships with members and clients. Your primary responsibility will be to listen to their needs and provide personalized advice to help them achieve their financial goals. You will work closely with a diverse client base, including...


  • Rouyn-Noranda, Canada Desjardins Full time

    As a client financial services representative, you will play a key role in delivering exceptional service to members and clients. Your primary responsibility will be to work closely with advisors to provide personalized support and help them deliver services that meet the needs of our clients. You will be responsible for maintaining business relationships...


  • Rouyn-Noranda, Canada The Toronto-Dominion Bank (Canada) Full time

    Job SummaryWe are seeking a highly skilled Financial Services Manager to join our team at The Toronto-Dominion Bank (Canada). As a key member of our organization, you will be responsible for providing exceptional customer service and financial guidance to our clients.Key ResponsibilitiesAct as a subject matter expert in personal banking and business banking...


  • Rouyn-Noranda, Canada Desjardins Full time

    As a Financial Services Specialist 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 and provide personalized advice that fits their financial situation, helping them choose the right solutions to meet their...


  • Rouyn-Noranda, Canada Desjardins Full time

    Job DescriptionAs a Client Financial Services Agent at Desjardins, you will play a key role in providing personalized support to members and clients. You will work closely with advisors to deliver exceptional service and maintain strong business relationships.Key ResponsibilitiesHandle client requests and provide solutions that meet their needs and...


  • Rouyn-Noranda, Canada The Toronto-Dominion Bank (Canada) Full time

    Job SummaryAs a Financial Services Manager at The Toronto-Dominion Bank (Canada), you will play a key role in providing exceptional customer experiences and driving business growth. Your expertise in personal banking and business banking products and services will enable you to advise customers on meeting their financial needs and goals.Key Responsibilities...


  • Rouyn-Noranda, Canada Desjardins Full time

    The work mode arrangement for the position is full-time on site. As a client financial services agent, you work closely with advisors and provide personalized support to members and clients. You help advisors deliver services and maintain business relationships. You have the latitude and are called upon to take charge of the immediate needs of members and...


  • Rouyn-Noranda, Canada CIBC Full time

    CIBC is building a relationship-oriented bank for the modern world, seeking talented professionals dedicated to client satisfaction.We empower our team members to make a meaningful impact and value their contributions. As a Senior Financial Advisor in the Imperial Service Team, you will expertly deliver CIBC's Imperial Service approach, managing a large...


  • Rouyn-Noranda, Canada Desjardins Full time

    As a client financial services agent, you work closely with advisors and provide personalized support to members and clients. You help advisors deliver services and maintain business relationships. You have the latitude and are called upon to take charge of the immediate needs of members and clients by offering simple and rapid solutions in terms of...


  • Rouyn-Noranda, Canada TD Full time

    Poste de Gestionnaire de services financiers personnelsÀ propos du posteNous recherchons un Gestionnaire de services financiers personnels pour rejoindre notre équipe à Rouyn-Noranda. Vous serez responsable de fournir des conseils financiers personnalisés aux clients, de gérer leurs comptes et de les aider à atteindre leurs objectifs...


  • Rouyn-Noranda, Canada Royal Bank of Canada Full time

    Job Title: Senior Financial Services Relationship ManagerAt Royal Bank of Canada, we are seeking a highly skilled Senior Financial Services Relationship Manager to join our team. As a key member of our Client Relationship Team, you will be responsible for building and maintaining strong relationships with our clients, providing them with exceptional...


  • Rouyn-Noranda, Canada Royal Bank of Canada Full time

    Job OverviewThe role of Senior Financial Services Relationship Manager at Royal Bank of Canada offers an exceptional opportunity for a highly skilled professional to thrive in a dynamic and collaborative environment.About the JobThis senior position is responsible for delivering top-tier financial advice to clients, aligning sales, products, risk policy, and...


  • Rouyn-Noranda, Canada The Toronto-Dominion Bank (Canada) Full time

    Job OverviewThe Toronto-Dominion Bank (TD) is a leading Canadian financial institution with a presence in North America. We are seeking an experienced Personal Financial Services Manager to join our team in Canada.About the RoleThis role will be responsible for managing a team of advisors and providing exceptional customer service to our clients. The ideal...

  • Financial Planner

    1 month ago


    Rouyn-Noranda, Canada The Toronto-Dominion Bank (Canada) Full time

    Job SummaryWe are seeking a highly skilled and experienced Financial Planner to join our team at TD Wealth. As a Financial Planner, you will be responsible for providing comprehensive financial planning and advice to our clients, helping them achieve their financial goals and objectives.Key ResponsibilitiesConduct in-depth financial assessments and develop...


  • Rouyn-Noranda, Canada National Bank Full time

    Job Overview:As a Financial Services Representative at National Bank, you will play a vital role in delivering exceptional client experiences and providing expert advice on personal banking services.Salary Estimate:We offer a competitive salary of $65,000 - $80,000 per year, commensurate with experience.About the Role:Greet clients and answer questionsHelp...


  • Rouyn-Noranda, Canada Desjardins Full time

    Job Overview:This role involves providing exceptional client support and driving business growth within the financial services industry.


  • Rouyn-Noranda, Canada The Toronto-Dominion Bank (Canada) Full time

    ResponsabilitésLe responsable des services financiers personnels joue un rôle crucial dans la fourniture d'un service exceptionnel aux clients de la TD. Il s'agit d'un poste qui nécessite une expertise approfondie en matière de produits et de services bancaires, ainsi qu'une excellente capacité à communiquer avec les...


  • Rouyn-Noranda, Canada Desjardins Full time

    Chez Desjardins, on croit à l’équité, à la diversité et à l’inclusion. Nous nous engageons à accueillir toutes les personnes, à les considérer et à les valoriser pour ce qu’elles sont, à nous enrichir de leurs différences et de leur unicité et, surtout, à leur offrir un environnement de travail où elles seront bien. Pour nous, la...