Senior Financial Services Advisor
5 days ago
A career as a Senior Financial Services Advisor at National Bank offers a unique opportunity to develop your expertise in financial planning and advisory services.
Key Responsibilities:- Identify clients' investment and financing needs to create personalized financial plans.
- Advise clients on tailored solutions based on their needs and market trends.
- Develop business opportunities to expand client base and existing portfolios.
- Maintain service and operational quality standards, ensuring compliance and risk management rules are followed.
- Bachelor's degree or equivalent recognized by the IPF.
- Diploma from the Institut de Planification Financière (IPF) or nearing completion within 12 months.
- Mutual fund representative (MFR) license.
- Experience in portfolio management with business development objectives.
- Business development experience in the financial advisory services field.
- Competitive compensation package.
- Comprehensive health and wellness program.
- Flexible group insurance options.
- Generous pension plan.
- Employee Share Ownership Plan.
- Employee and Family Assistance Program.
- Preferential banking services.
- Ongoing professional development opportunities.
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Financial Services Advisor
3 weeks ago
Saguenay, Quebec, Canada Desjardins Full timeWe are seeking a Temporary Personal Finance Advisor to join our team for 16 months. This is a full-time on-site position.As a key member of our team, you will be responsible for developing lasting business relationships with members and clients, ensuring their satisfaction. Your role will involve listening to their needs, providing personalized advice, and...
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Financial Services Advisor
6 days ago
Saguenay, Quebec, Canada Desjardins Full timeAbout the RoleDesjardins is seeking a highly motivated and experienced Financial Services Advisor to join our team. This is a full-time position with a competitive salary and comprehensive benefits package.The ideal candidate will have a strong understanding of financial services and be able to develop and maintain lasting relationships with clients. They...
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Senior Financial Advisor
6 days ago
Saguenay, Quebec, Canada National Bank Full timeJob OverviewAs a Financial Planner at National Bank, you will play a key role in advising clients on their financial needs and creating personalized plans to achieve their goals. This position requires strong business development skills, as well as the ability to work collaboratively with colleagues to provide exceptional client service.Key...
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Banking Advisor
4 weeks 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...
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Saguenay, Quebec, Canada Royal Bank of Canada Full timeJob OverviewWe are seeking a skilled Senior Financial Services Relationship Manager to join our team at Royal Bank of Canada.Salary InformationThe estimated salary for this role is between $80,000 and $120,000 per year, depending on experience and qualifications.Job DescriptionThis senior-level position involves professional relationship management and...
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Financial Advisor
4 weeks 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...
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Sun Life Financial Advisor Career Opportunity
1 month 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...
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Sun Life Financial Advisor
6 days ago
Saguenay, Quebec, Canada Sun Life Full timeAbout the Role:As a Sun Life Financial Advisor, you will have the autonomy to build your own business and create a fulfilling career. This role offers exceptional training and support to help you succeed, as well as competitive compensation and recognition for your achievements.Key Responsibilities:Grow your business by prospecting and networking within your...
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Personal Finance Advisor
4 weeks ago
Saguenay, Quebec, Canada Desjardins Full timeAt Desjardins, we're seeking a skilled Personal Finance Advisor to join our team. As a key member of our financial services team, you'll be responsible for developing and maintaining lasting relationships with clients, ensuring their financial needs are met. Your role will involve listening to clients' needs, offering tailored advice, and helping them choose...
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Senior Financial Services Relationship Manager
1 month ago
Saguenay, Quebec, Canada Royal Bank of Canada Full timeJob OpportunityWe are seeking a seasoned Relationship Manager to join our Commercial Financial Services team. As a key member of our team, you will be responsible for building and maintaining strong relationships with our clients, providing expert financial advice, and delivering tailored solutions to meet their unique needs.Key ResponsibilitiesProspect and...
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Saguenay, Quebec, Canada Royal Bank of Canada Full timeOpportunity OverviewThis senior role focuses on professional relationship management and delivering top-tier financial advice in the commercial financial services industry. As a key member of our team, you will leverage your expertise to provide exceptional client experiences.Job ResponsibilitiesApply business development experience for prospecting and lead...
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Senior Wealth Management Associate
7 days ago
Saguenay, Quebec, Canada National Bank Full timeAbout the RoleWe are seeking a highly motivated and organized Senior Wealth Management Associate to join our team at National Bank. This is an exciting opportunity for individuals who want to build a career in wealth management and make a positive impact on our clients' lives.Job DescriptionProvide exceptional customer service to our clients, ensuring that...
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Senior Financial Services Relationship Manager
4 weeks ago
Saguenay, Quebec, Canada Royal Bank of Canada Full timeOpportunity OverviewYour exceptional ability to provide insightful advice and resolve complex business challenges is what sets you apart. This role focuses on professional relationship management and delivering top-tier financial advice in a specialized industry that aligns sales, products, risk policy, and market strategies to deliver tailored solutions for...
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Banking Advisor
4 weeks ago
Saguenay, Quebec, Canada National Bank Full timeJob Title: Banking AdvisorJob Summary:We are seeking a Banking Advisor to join our team at National Bank. As a Banking Advisor, you will be responsible for providing exceptional client service and advice on personal and small business banking products and services.Key Responsibilities:Provide personalized banking solutions to clientsOffer advice on...
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Senior Banking Professional
4 weeks ago
Saguenay, Quebec, Canada National Bank Full timeAbout the Role:The National Bank is seeking a skilled Banking Advisor to join our team. As a Banking Advisor, you will be responsible for providing exceptional client service and offering tailored solutions to meet the financial needs of our clients.Key Responsibilities:Provide expert advice and guidance to clients on personal and small business banking...
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Financial Services Expert
2 weeks ago
Saguenay, Quebec, Canada National Bank Full timeCompany OverviewNational Bank is a forward-thinking institution that prioritizes people-centric experiences. As a Banking Advisor, you will be part of a dynamic team that fosters inclusivity and empowerment.SalaryThe estimated salary for this role ranges from $49,000 to $60,700 per year, depending on experience and location in Chicoutimi, Quebec City.Job...
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Strategic Financial Services Manager
2 weeks ago
Saguenay, Quebec, Canada Royal Bank of Canada Full timeJob Opportunity OverviewThis is a senior role that focuses on professional relationship management and delivering top-tier financial advice in an end-to-end industry, whose specialized approach aligns sales, products, risk policy, and market strategies to deliver solutions specific for individual needs.Key ResponsibilitiesApply your past business development...
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Senior Financial Planning Professional
3 weeks ago
Saguenay, Quebec, Canada Royal Bank of Canada Full time{"Job Description": "Opportunity Overview As an RBC Financial Planner, you will have the opportunity to manage and grow a portfolio of mass affluent clients. You will provide ongoing comprehensive reviews of your clients’ financial circumstances, creating long-term relationships through superior advice, financial planning expertise, and ongoing services....
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Expert Portfolio Advisor
7 days ago
Saguenay, Quebec, Canada National Bank Full timeAs a Senior Professional with National Bank, you'll take on an advisory role, developing business relationships and leadership skills while having a positive impact.With a large established company covering a large territory, you'll enjoy flexible working conditions. Our training programs use on-the-job learning to help you master your role, and personalized...
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Financial Services Representative
1 month ago
Saguenay, Quebec, Canada Desjardins Full timeJob SummaryWe are seeking a highly skilled and experienced individual to join our team as a Financial Services Representative. In this role, you will be responsible for providing exceptional client service and support to our members and customers.Key ResponsibilitiesProcess and reconcile various reports and requests for all caisse sectors, including Shared...