Financial Services Advisor
22 hours ago
## Job Summary
We are seeking a highly skilled and experienced Financial Services Advisor to join our team at Desjardins. As a key member of our team, you will be responsible for providing exceptional client experience and support to our members and clients.
## Key Responsibilities
* Provide personalized support and guidance to members and clients on their banking transactions and financial empowerment
* Promote Desjardins products and services, and the various distribution channels available
* Identify business opportunities and refer members and clients to colleagues who can help them with specialized needs
* Ensure that financial transactions go smoothly, while addressing any issues that may arise
* Stay up-to-date on the latest standards, products, and services in your field
## What We Offer
* 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
## Requirements
* High school diploma in a related field
* A minimum of two years of relevant experience
* Knowledge of French is required
* Knowledge of all counter and convenience products and services
* Knowledge of all Desjardins products and services aimed at caisse members and those offered by business centres, components, distribution networks/channels and as well as those of competitors
* Knowledge of integrating data into systems
* Knowledge of security measures, legal framework, and internal controls
* Understanding of the philosophy and fundamentals of financial services cooperatives
* Knowledge of operating procedures related to convenience products and services and automated and assisted transactions
* Knowledge of service standards
## What We're Looking For
* Action-oriented and customer-focused individual with excellent communication skills
* Ability to work in a fast-paced environment and adapt to changing situations
* Strong knowledge of financial services and products
* Ability to build strong relationships with members and clients
## Trade Union
Non-unionized
-
Lead Financial Advisor
4 weeks ago
Québec, Quebec, Canada MD Financial Management Full timeJoin our esteemed organization as a Lead Financial Advisor, where you will be instrumental in delivering exceptional financial guidance to our clientele. Your contributions will be vital in fostering a client-centric environment, strengthening client connections, and utilizing extensive organizational resources to effectively address our clients' financial...
-
Financial Services Advisor
4 weeks ago
Québec, Quebec, Canada Banque Nationale Full timeJob Title: Financial Services AdvisorCompany: Banque NationaleEmbarking on a journey as a Financial Services Advisor at Banque Nationale empowers you to make a meaningful difference in the lives of clients. In this position, you will assist financial consultants in their investment endeavors and play a key role in business growth.Job Responsibilities:Assist...
-
Financial Services Advisor
2 weeks ago
Québec, Quebec, Canada Banque Scotia Full timeAbout the RoleThis is a challenging and rewarding opportunity to join Banque Scotia as a Financial Services Advisor. As a key member of our team, you will be responsible for providing expert advice and guidance to our clients on a wide range of financial products and services.Key Responsibilities:Develop and maintain strong relationships with clients to...
-
Senior Estate and Trust Advisor
4 weeks ago
Québec, Quebec, Canada MD Financial Management Full timeIs this position a fit for you? In this capacity, you will: Oversee the estate and trust services for MD clients, ensuring an exceptional client journey, enhancing awareness, and crafting client-oriented materials and resources. Conduct research and deliver estate and trust planning expertise to MD advisors, financial consultants, and specialists. This...
-
Financial Advisor
11 hours ago
Québec, Quebec, Canada Scotiabank Full time**Financial Advisor Role** Seeking a customer-centric Financial Advisor to provide exceptional service, build strong relationships, and develop personalized financial strategies for clients. Requisition ID: Join a purpose-driven team committed to results in an inclusive and high-performing culture. About the Role Financial Advisor At Scotiabank, we...
-
Lead Advisor for Estate and Trust Services
4 weeks ago
Québec, Quebec, Canada MD Financial Management Full timeIs this position the right fit for you? In this role, you will: Oversee the estate and trust services for MD Financial Management clients, ensuring an exceptional client experience, enhancing awareness, and creating client-facing materials and resources. Conduct research and provide expert knowledge in estate and trust planning to MD advisors, financial...
-
Sales and Customer Service Advisor
1 week ago
Québec, Quebec, Canada Intact Financial Corporation Full time**About the Role**We are seeking a highly skilled and customer-focused individual to join our team as a Sales and Customer Service Advisor. As a key member of our team, you will play a vital role in ensuring the best possible protection of our customers' most valuable assets.**Key Responsibilities:**Provide expert advice to customers on insurance solutions...
-
Digital Insurance Advisor
3 weeks ago
Québec, Quebec, Canada Northbridge Financial Corporation Full timeAbout Northbridge Financial Corporation Northbridge Financial Corporation, a subsidiary of Fairfax Financial Holdings, is a leading provider of commercial insurance solutions in Canada. Dedicated to empowering businesses with comprehensive coverage and exceptional service, Northbridge fosters a culture of collaboration and innovation. Broker Digital...
-
Financial Advisor
4 days ago
Québec, Quebec, Canada Banque Scotia Full timeAbout the RoleAs a Financial Advisor, you will be a key player in the Canadian Branch Network, providing exceptional service to clients throughout their journey. Your client-centric approach will enable you to build strong relationships with clients, understanding their financial goals and preferences, and recommending tailored solutions to help them achieve...
-
Financial Advisor
4 days ago
Québec, Quebec, Canada Banque Scotia Full timeAbout the RoleAs a Financial Advisor, you will be a key player in the Canadian Branch Network, providing exceptional service to clients throughout their journey. Your client-centric approach will enable you to build strong relationships with clients, understanding their financial goals and preferences, and recommending tailored solutions to help them achieve...
-
Financial Advisor
1 week ago
Québec, Quebec, Canada Banque Scotia Full timeAbout the RoleAs a Financial Advisor, you will be a key player in the Canadian Branch Network, providing exceptional service to clients throughout their journey. Your client-centric approach will enable you to build strong relationships with clients, understanding their financial goals and preferences, and recommending tailored solutions to help them achieve...
-
Financial Advisor
1 week ago
Québec, Quebec, Canada Banque Scotia Full timeAbout the RoleAs a Financial Advisor, you will be a key player in the Canadian Branch Network, providing exceptional service to clients throughout their journey. Your client-centric approach will enable you to build strong relationships with clients, understanding their financial goals and preferences, and recommending tailored solutions to help them achieve...
-
Financial Compliance Advisor
4 weeks ago
Québec, Quebec, Canada CIE_101 Beneva Inc. Full timePosition Summary:As a Financial Compliance Advisor at CIE_101 Beneva Inc., your primary responsibility will be to ensure adherence to accounting regulations across the organization. You will play a crucial role in interpreting and implementing IFRS, while also conducting thorough analyses, validations, and research related to financial statements and...
-
Financial Compliance Advisor
4 weeks ago
Québec, Quebec, Canada CIE_101 Beneva Inc. Full timePosition Summary:As a Financial Compliance Advisor at CIE_101 Beneva Inc., you will play a crucial role in ensuring adherence to accounting regulations across the organization. Your expertise will be essential in interpreting and implementing IFRS, as well as conducting thorough analyses, validations, and research related to financial statements and reports....
-
Private Banking Financial Advisor
1 week ago
Québec, Quebec, Canada beBee Professionals Full timeJob DescriptionJob Title: Private Banking Financial AdvisorAbout the Role:We are seeking a highly skilled Private Banking Financial Advisor to join our team at beBee Professionals. As a key member of our team, you will be responsible for providing expert financial advice and services to our clients, including investment planning, retirement planning, and...
-
Private Banking Financial Advisor
1 week ago
Québec, Quebec, Canada beBee Professionals Full timeJob DescriptionJob Title: Private Banking Financial AdvisorAbout the Role:We are seeking a highly skilled Private Banking Financial Advisor to join our team at beBee Professionals. As a key member of our team, you will be responsible for providing expert financial advice and services to our clients, including investment planning, retirement planning, and...
-
Financial Disclosure Advisor
1 week ago
Québec, Quebec, Canada CIE_101 Beneva Inc. Full timeJob DescriptionAs a Financial Disclosure Advisor at CIE_101 Beneva Inc., you will play a crucial role in ensuring the company's financial statements and reports are accurate and compliant with regulatory requirements.Key Responsibilities:Collaborate with the finance team to ensure the company's financial statements and reports are prepared in accordance with...
-
Financial Disclosure Advisor
1 week ago
Québec, Quebec, Canada CIE_101 Beneva Inc. Full timeJob DescriptionAs a Financial Disclosure Advisor at CIE_101 Beneva Inc., you will play a crucial role in ensuring the company's financial statements and reports are accurate and compliant with regulatory requirements.Key Responsibilities:Collaborate with the finance team to ensure the company's financial statements and reports are prepared in accordance with...
-
Financial Advisor
1 week ago
Québec, Quebec, Canada Scotiabank Full timeRequisition ID: 199315Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role What your role will be: Financial Advisor At Scotiabank we help employees build their futures – where they can be themselves, and win together. With a commitment to diversity and inclusion and a performance-oriented...
-
Financial Services Professional
5 days ago
Québec, Quebec, Canada National Bank Full timeAbout the RoleWe are seeking a highly skilled and motivated Financial Services Professional to join our team at National Bank. As a Banking Advisor, you will play a key role in providing exceptional client service and building strong relationships with our customers.Key ResponsibilitiesDevelop and maintain a deep understanding of our clients' financial needs...