Financial Advisor
2 weeks ago
We 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 choose appropriate solutions to meet their financial goals.
You will work closely with a client base consisting mainly of individual members and businesses, driving results by recommending investments, loans, and insurance products. Your expertise will be essential in balancing member/client satisfaction, business objectives, profitability, and sound and prudent risk management.
You will work with various partners and experts to design integrated strategies that meet the needs of members and clients. Your responsibilities will include:
- Advising members and clients on the best strategies and working with them to identify expected results
- Managing business relationships, assessing member/client satisfaction, and service quality, following up and identifying areas for improvement
- Staying up-to-date on the financial services industry, market trends, and best practices in your field
- Participating in outreach activities and representing the caisse in the community
In return, we offer a competitive salary and annual bonus, 4 weeks of flexible vacation starting in the first year, a defined benefit pension plan, group insurance, and reimbursement of health and wellness expenses and telework equipment.
To be successful in this role, you will need a Bachelor's degree in a related field, a minimum of one year of relevant experience, and a Mutual fund representative certificate from the Autorité des marchés financiers. You will also need knowledge of French and current financial, economic, political, and legislative events.
If you are action-oriented, customer-focused, and have a strong understanding of compliance with legislation respecting the distribution of financial products and services, we encourage you to apply.
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Financial Advisor
4 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...
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Financial Advisor
4 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...
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Financial Advisor
1 month 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...
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Financial Advisor
1 month 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...
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Financial Services Advisor
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Financial Services Advisor
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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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Banking Advisor
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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 ResponsibilitiesProvide personalized banking solutions to clients, including...
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Banking Advisor
1 month ago
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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 ResponsibilitiesProvide personalized banking solutions to clients, including...
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