Current jobs related to Personal Finance Advisor - Mascouche, Quebec - Desjardins Group

  • Advisor, Investment and Financing

    3 weeks ago

    Mascouche, Quebec, Canada Desjardins Group Full time

    Advisor, Investment and FinancingJob OverviewThe work arrangement for the position is full-time on-site.Many opportunities are currently available in the Lanaudière area.As an advisor in investment and financing, you will be attentive to what our members and clients are saying to better understand and address each specific situation, with the objective of...

  • Investment and Financing Advisor

    2 weeks ago

    Mascouche, Quebec, Canada Desjardins Group Full time

    About the RoleWe are seeking a dedicated individual to join our team as an advisor, investment and financing. In this role, you will be responsible for providing exceptional customer service to offer the highest quality financial solutions tailored to the needs of our members and clients.Key responsibilities include:Providing financial advice and guidance to...

  • Home Financing Advisor

    2 weeks ago

    Mascouche, Quebec, Canada Bank of Montreal Full time

    Job OverviewThis is an exciting opportunity for a talented and driven professional to join our retail banking sales and service team as a Mortgage Specialist. In this role, you will play a key part in helping our customers achieve their dream of homeownership.As a Mortgage Specialist, you will work closely with our customers to understand their financial...

  • Financial Services Professional

    2 weeks ago

    Mascouche, Quebec, Canada Desjardins Group Full time

    Job OverviewThe role of the advisor, investment and financing is to provide high-quality financial solutions tailored to the needs of members and clients. This includes attending to their investment and financing needs while ensuring quality service.This position requires developing strategies and offering investment, financing, and insurance products. The...

  • Financial Solutions Advisor

    11 hours ago

    Mascouche, Quebec, Canada beBee Careers Full time

    Sales RoleWe are looking for a skilled Sales Representative to join our team. In this role, you will be responsible for selling banking products and services to customers.ResponsibilitiesYour key responsibilities will include:Onboarding new customers and providing them with banking solutions that meet their needsDeveloping and maintaining strong...

  • Advisory Customer Support Specialist

    1 day ago

    Mascouche, Quebec, Canada beBee Careers Full time

    Key Responsibilities:We are looking for a skilled and results-driven individual to join our team as a customer experience advisor. Your primary responsibilities will include:Providing exceptional customer support across all touchpoints (live chat, email, and phone) by addressing inquiries, resolving issues, and offering tailored solutions to meet customer...

  • Customer Experience Consultant

    1 hour ago

    Mascouche, Quebec, Canada beBee Careers Full time

    Delivering Exceptional Customer ExperiencesAs a skilled Customer Experience Advisor, you will play a pivotal role in delivering seamless, delightful, and data-driven experiences to our valued customers. Your expertise in customer engagement and passion for utilizing data to inform decisions will help shape how we interact with and support our clients.We are...

  • Mortgage Business Development Specialist

    1 week ago

    Mascouche, Quebec, Canada Bank of Montreal Full time

    Job DescriptionWe are seeking a highly motivated and results-driven Mortgage Business Development Specialist to join our team. In this role, you will be responsible for cultivating and building relationships with a referral network to generate new mortgage business opportunities.You will actively identify sales opportunities and refer them to BMO colleagues...

  • Mortgage Specialist

    2 weeks ago

    Mascouche, Quebec, Canada Bank of Montreal Full time

    Join BMO – imagine the possibilities. Are you looking for a chance to let your entrepreneurial spirit shine and turn potential into performance with great earning possibilities? Becoming a BMO Mortgage Specialist can offer you all that and much more. Expect to fill an important and rewarding role – helping customers make their dream of home ownership a...

  • Mortgage Specialist

    3 weeks ago

    Mascouche, Quebec, Canada Bank of Montreal Full time

    Cultivates, builds, and manages relationships with a third-party network of referral sources to build a pipeline of new mortgage business and increase BMO's share of the home financing market. Actively identifies sales opportunities and refers to BMO colleagues as appropriate. Develops and executes effective marketing and sales programs to drive business...

  • Conseiller bancaire

    3 weeks ago

    Mascouche, Quebec, Canada National Bank Full time

    Présence Sur lieu de travail Numéro de poste 25719 Catégorie Professionnel Statut: Permanent Type de contrat Permanent Horaire: Temps plein Temps plein/Temps partiel? Temps plein Date de publication 26-mar-2025 $ 49000 $ 60700 Salaire: $ 49000 - $ 60700 Lieu: Mascouche, Québec Ville Mascouche Province/État Québec Domaine d'intérêt: Conseils et...

  • Conseiller bancaire

    6 days ago

    Mascouche, Quebec, Canada National Bank Full time

    Présence Sur lieu de travail Numéro de poste 25719 Catégorie Professionnel Statut: Permanent Type de contrat Permanent Horaire: Temps plein Temps plein/Temps partiel? Temps plein Date de publication 26-mar-2025 $ 49000 $ 60700 Salaire: $ 49000 - $ 60700 Lieu: Mascouche, Québec Ville Mascouche Province/État Québec Domaine d'intérêt: Conseils et...

  • Mortgage Specialist

    2 weeks ago

    Mascouche, Quebec, Canada Bank of Montreal Full time

    Application Deadline: 05/29/2025Address: 825 Montee MassonJob Family Group: Retail Banking Sales & ServiceJoin BMO – imagine the possibilities. Are you looking for a chance to let your entrepreneurial spirit shine and turn potential into performance with great earning possibilities? Becoming a BMO Mortgage Specialist can offer you all that and much more....

  • Mortgage Specialist

    1 week ago

    Mascouche, Quebec, Canada BMO Financial Full time

    Application Deadline: 05/29/2025 Address: 825 Montee Masson Job Family Group:Retail Banking Sales & Service Join BMO - imagine the possibilities. Are you looking for a chance to let your entrepreneurial spirit shine and turn potential into performance with great earning possibilities? Becoming a BMO Mortgage Specialist can offer you all that and much more....

  • Personal Finance Advisor, Mortgage Financing and

    7 days ago

    Mascouche, Canada Desjardins Full time

    As 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 to listen to members’ and clients’ needs, offer them advice that fits their financial situation and help them choose appropriate solutions to meet their...

  • Banking Advisor

    4 days ago

    Mascouche, Canada National Bank of Canada Full time

    **Primary Locations**:Mascouche, Quebec**: **Attendance**:On-site**: **Employee Status**:Regular**: **Schedule**:Full-time**: As a Banking Advisor at the National Bank in Mascouche and the greater Terrebonne, you'll live your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues. You’ll adopt a friendly...

  • Associate Financial Advisor

    24 hours ago

    Mascouche, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Associate Financial Advisor

    1 day ago

    Mascouche, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Advisor / Sales Person, Plumbing

    4 days ago

    Mascouche, Canada Rona Full time

    Our Workplace Policy establishes that associates need to have a reliable transportation to the store. This store is in Mascouche (Quebec) - We require all our store associates in Quebec to speak French fluently. By joining the RONA family, you’ll enjoy many benefits, such as: - An inclusive and safe working environment - Promotion of work-life balance -...

  • Mortgage Specialist

    2 days ago

    Mascouche, Canada Scotiabank Full time

    Requisition ID: 166964 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. At Scotiabank we are committed to being the institution of choice in the financial sector, providing superior products and services, and being a good corporate citizen to the benefit of our customers, shareholders, and staff. Our...

  • Investment and Retirement Specialist

    24 hours ago

    Mascouche, Canada National Bank of Canada Full time

    **Primary Locations**:Mascouche, Quebec**: **Attendance**:Hybrid**: **Employee Status**:Regular**: **Schedule**:Full-time**: Being a Investment and Retirement Specialist means working for a recognized bank by supporting your clients in developing investment strategies that are tailored to their needs. You will stand out by your determination, your...

  • Financial Services Agent Clientele Service Signature

    6 days ago

    Mascouche, Canada Desjardins Full time

    You don't have a driver's license, but you're interested in getting one? We have an alternative solution to hire you and support you through the licensing process. Temporary position for 6 months As a clientele and financial services agent, you are responsible for providing personalized service and support to affluent and high-net-worth clients. You work...

  • Conseiller(ère) à La Vente

    1 week ago

    Mascouche, Canada Corbeil Électroménagers Full time

    Tu aimes offrir aux clients **une expérience de magasinage remarquable **et tu te démarque par ton **bon sens de l’analyse des besoins, **Corbeil Électroménager est l'entreprise pour toi! Quoi de mieux que **d’accueillir les clients**, apprendre à connaitre leur projet ou la raison de leur visite et **proposer des produits** qui répondent à leur...

  • Conseiller(ère) à La Vente

    24 hours ago

    Mascouche, Canada Corbeil Électroménagers Full time

    Tu aimes offrir aux clients **une expérience de magasinage remarquable **et tu te démarque par ton **bon sens de l’analyse des besoins, **Corbeil Électroménager est l'entreprise pour toi! Quoi de mieux que **d’accueillir les clients**, apprendre à connaitre leur projet ou la raison de leur visite et **proposer des produits** qui répondent à leur...

  • Customer Experience Advisor

    3 days ago

    Mascouche, Canada Polestar Full time

    At Polestar, we don't just drive innovation in our cars - our entire business model is different from our competitors. We’re looking for a creative, innovative, experienced, and hands-on professional to be the primary point of contact with our customers and be the ambassador of Polestars premium brand experience. **About Polestar** Polestar is an...

  • Financial Advisor

    1 week ago

    Mascouche, Canada Scotiabank Full time

    Requisition ID: 192189 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: As an Investment & Personal Banking Specialist you are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, your focus is to provide...

  • Customer Experience Advisor

    1 week ago

    Mascouche, Canada Polestar Full time

    At Polestar, we don't just drive innovation in our cars - our entire business model is different from our competitors. We’re looking for a creative, innovative, experienced, and hands-on professional to be the primary point of contact with our customers and be the ambassador of Polestars premium brand experience. **About Polestar** Polestar is an...

Personal Finance Advisor

3 weeks ago

Mascouche, Quebec, Canada Desjardins Group Full time

**Key Responsibilities**

- Provide expert advice on investment and financing options to meet the diverse needs of our members and clients.
- Develop and implement effective strategies to offer tailored financial solutions that exceed their expectations.
- Foster strong business relationships by assessing member/client satisfaction and service quality, identifying areas for improvement, and implementing corrective actions.
- Stay up-to-date on market trends and best practices in the financial services industry to ensure we remain competitive and innovative.