Financial Advisor
1 month ago
Temporary position for 16 months
The work mode arrangement for the position is full-time on site
About the RoleAs a personal finance advisor, you will be responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they are 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 goals.
Key Responsibilities- Advise members and clients on the best strategies and work with them to identify expected results
- Manage business relationships, assess member/client satisfaction and service quality, follow up 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 the caisse in the community
- Competitive salary and annual bonus
- 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
- Bachelor's degree in a related field
- A minimum of one year of relevant experience
- Knowledge of French is required
- Knowledge of current financial, economic, political and legislative events
- Notions of compliance with legislation respecting the distribution of financial products and services
- Techniques used to assess and monitor individual financing applications
Action oriented, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble learning
-
Financial Advisor
3 weeks ago
Saguenay, Quebec, Canada Desjardins Full timeJob Title: Financial AdvisorTemporary position for 16 monthsAs a financial advisor, you will be responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they are satisfied. Your role is to listen to members' and clients' needs, offer them advice that fits their financial situation and help...
-
Financial Advisor
3 weeks ago
Saguenay, Quebec, Canada Desjardins Full timeJob Title: Financial AdvisorTemporary position for 16 monthsAs a financial advisor, you will be responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they are satisfied. Your role is to listen to members' and clients' needs, offer them advice that fits their financial situation and help...
-
Financial Advisor
3 weeks ago
Saguenay, Quebec, Canada Desjardins Full timeJob Title: Financial AdvisorTemporary position for 16 monthsThe work mode arrangement for the position is full-time on siteJob SummaryAs a personal finance advisor, you will be responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they are satisfied. Your role is to listen to members' and...
-
Financial Advisor
3 weeks ago
Saguenay, Quebec, Canada Desjardins Full timeJob Title: Financial AdvisorTemporary position for 16 monthsThe work mode arrangement for the position is full-time on siteJob SummaryAs a personal finance advisor, you will be responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they are satisfied. Your role is to listen to members' and...
-
Financial Services Advisor
2 months ago
Saguenay, Quebec, Canada Desjardins Full timeFinancial Services Advisor **Job Summary** We are seeking a highly skilled Financial Services Advisor to join our team at Desjardins. As a Financial Services Advisor, you will be responsible for developing and maintaining lasting relationships with members and clients, providing them with expert advice on financial products and services. **Key...
-
Financial Services Advisor
2 weeks ago
Saguenay, Quebec, Canada Desjardins Full timeAs a Financial Services Advisor at Desjardins, you will play a key role in developing and maintaining lasting relationships with members and clients. Your primary responsibility will be to listen to their needs and provide personalized advice on financial products and services that meet their goals and objectives.Key responsibilities include:Developing and...
-
Financial Advisor
1 month ago
Saguenay, Quebec, Canada Desjardins Full timeJob Title: Conseiller ou conseillère, Finances personnellesTemporary position for 16 monthsThe work mode arrangement for the position is full-time on siteJob SummaryAs a personal finance 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...
-
Financial Advisor
1 month ago
Saguenay, Quebec, Canada Desjardins Full timeJob Title: Conseiller ou conseillère, Finances personnellesTemporary position for 16 monthsThe work mode arrangement for the position is full-time on siteJob SummaryAs a personal finance 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...
-
Financial Services Advisor
2 months ago
Saguenay, Quebec, Canada Desjardins Full timeAbout the RoleThis is a temporary position for 16 months, working full-time on site. As a Personal Finance Advisor, you will be responsible for developing and maintaining lasting and trusting business relationships with members and clients, ensuring their satisfaction. Your role involves listening to members' and clients' needs, offering advice tailored to...
-
Banking Advisor
1 week ago
Saguenay, Quebec, Canada National Bank Full timeJob Title: Banking AdvisorJob Summary:We are seeking a highly motivated and customer-focused Banking Advisor to join our team at National Bank. As a Banking Advisor, you will be responsible for providing exceptional client service and financial guidance to our clients.Key Responsibilities:Provide personalized financial advice and solutions to clientsBuild...
-
Banking Advisor
3 weeks ago
Saguenay, Quebec, Canada National Bank Full timeAbout the RoleWe are seeking a highly motivated and customer-focused Banking Advisor to join our team at National Bank. As a Banking Advisor, you will play a key role in providing exceptional service to our clients, helping them achieve their financial goals and objectives.Key ResponsibilitiesListen to clients' needs and provide personalized advice and...
-
Banking Advisor
3 weeks ago
Saguenay, Quebec, Canada National Bank Full timeAbout the RoleWe are seeking a highly motivated and customer-focused Banking Advisor to join our team at National Bank. As a Banking Advisor, you will play a key role in providing exceptional service to our clients, helping them achieve their financial goals and objectives.Key ResponsibilitiesListen to clients' needs and provide personalized advice and...
-
Banking Advisor
3 weeks ago
Saguenay, Quebec, Canada National Bank Full timeAbout the RoleWe are seeking a highly motivated and customer-focused Banking Advisor to join our team at National Bank. As a Banking Advisor, you will play a key role in providing exceptional service to our clients, helping them achieve their financial goals and objectives.Key ResponsibilitiesListen to clients' needs and provide personalized advice and...
-
Sun Life Financial Advisor Career Opportunity
2 weeks ago
Saguenay, Quebec, Canada Sun Life Full timeUnlock Your Potential as a Sun Life Financial AdvisorAre you a self-motivated and highly driven individual looking to build a successful business? Do you have a strong work ethic and a passion for helping others achieve their financial goals?As a Sun Life Financial Advisor, you will have the opportunity to work with a leading insurance company and build a...
-
Financial Advisor
1 week ago
Saguenay, Quebec, Canada Desjardins Full timeWe are seeking a highly skilled Financial Advisor to join our team at Desjardins. As a Personal Finance Specialist, you will be responsible for developing and maintaining lasting and trusting business relationships with members and clients. Your role will involve listening to their needs, offering advice that fits their financial situation, and helping them...
-
Banking Advisor
4 weeks ago
Saguenay, Quebec, Canada National Bank Full timeAbout the RoleWe are seeking a highly motivated and customer-focused Banking Advisor to join our team at National Bank. As a Banking Advisor, you will play a key role in providing exceptional service to our clients, helping them achieve their financial goals and objectives.Key ResponsibilitiesListen to clients' needs and provide personalized advice and...
-
Banking Advisor
4 weeks ago
Saguenay, Quebec, Canada National Bank Full timeAbout the RoleWe are seeking a highly motivated and customer-focused Banking Advisor to join our team at National Bank. As a Banking Advisor, you will play a key role in providing exceptional service to our clients, helping them achieve their financial goals and objectives.Key ResponsibilitiesListen to clients' needs and provide personalized advice and...
-
Banking Advisor
3 weeks ago
Saguenay, Quebec, Canada National Bank Full timeAbout the RoleWe are seeking a highly motivated and customer-focused Banking Advisor to join our team at National Bank. As a Banking Advisor, you will play a key role in providing exceptional service to our clients, helping them achieve their financial goals and objectives.Key ResponsibilitiesListen to clients' needs and provide personalized advice and...
-
Banking Advisor
3 weeks ago
Saguenay, Quebec, Canada National Bank Full timeAbout the RoleWe are seeking a highly motivated and customer-focused Banking Advisor to join our team at National Bank. As a Banking Advisor, you will play a key role in providing exceptional service to our clients, helping them achieve their financial goals and objectives.Key ResponsibilitiesListen to clients' needs and provide personalized advice and...
-
Banking Advisor
4 weeks ago
Saguenay, Quebec, Canada National Bank Full timeAbout the RoleWe are seeking a highly motivated and customer-focused Banking Advisor to join our team at National Bank. As a Banking Advisor, you will play a key role in providing exceptional service to our clients, helping them achieve their financial goals and objectives.Key ResponsibilitiesListen to clients' needs and provide personalized advice and...
