Personal Finance Advisor
1 week ago
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 financial goals. You work closely with a client base consisting of young people and individual members. Interpersonal savvy is therefore essential. You drive results by recommending investments, loans and insurance products. You serve as a financing expert advisor and resource person for the caisse. You use your expertise to balance member/client satisfaction, business objectives, profitability and sound and prudent risk management. You work with various partners and experts to design integrated strategies that meet the needs of members and clients. More specifically, you will be required to: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.What we offer*Competitive salary and annual bonus4 weeks of flexible vacation starting in the first yearDefined benefit pension plan that provides predictable, stable income throughout retirementGroup insurance including telemedicineReimbursement of health and wellness expenses and telework equipment* #LI-HybridWhat you bring to the tableCollege diploma in a related fieldA minimum of two years of relevant experiencePlease note that other combinations of qualifications and relevant experience may be consideredMutual fund representative certificate – Autorité des marchés financiersKnowledge of French is requiredDrive results, Interpersonal SavvyTrade Union (If applicable)
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Personal Finance Advisor
7 days ago
Varennes, Canada Desjardins Group Full timePersonal Finance Advisor page is loaded## Personal Finance Advisorremote type: The work arrangement for the position is hybrid worklocations: Varennestime type: Full timeposted on: Posted Yesterdayjob requisition id: R2515580As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business...
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Varennes, Canada Desjardins Group Full timeA leading cooperative financial group in Varennes is seeking a Personal Finance Advisor to develop and maintain relationships with members and clients. This hybrid role involves advising on investments, loans, and insurance, while ensuring customer satisfaction. Strong interpersonal skills and a Bachelor's degree in a related field are required. The position...
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Banking Advisor
13 hours ago
Varennes, Canada National Bank of Canada Full time**Primary Locations**:Varennes, Quebec**: **Attendance**:On-site**: **Employee Status**:Regular**: **Schedule**:Part-time**: **Hours Number**:16.5**: As a Banking Advisor at the National Bank, 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 approach and...
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Financial Security Advisor
1 week ago
Varennes, Canada Desjardins Full timeBusiness Development - Financial Security Advisor Our network of more than 200 financial security advisors working at different Desjardins caisses plays a key role in the industry. We’re currently expanding this great team and have many opportunities available in different regions of Quebec. As a life and health insurance professional, you’re expected...
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Senior Technical Advisor
3 weeks ago
Varennes, Canada H-E Parts Full timeA leader in energy innovation located in Varennes, Quebec, is seeking a Technical Advisor with a strong background in transformers and HV breakers. The role involves serving as a primary technical contact, conducting assessments, and providing support for various projects. Candidates must have 10+ years of experience in the field and be bilingual in French...
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Senior Technical Advisor
2 weeks ago
Varennes, Canada H-E Parts Full timeA leader in energy innovation located in Varennes, Quebec, is seeking a Technical Advisor with a strong background in transformers and HV breakers. The role involves serving as a primary technical contact, conducting assessments, and providing support for various projects. Candidates must have 10+ years of experience in the field and be bilingual in French...
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Senior Technical Advisor
3 weeks ago
Varennes, Canada H-E Parts Full timeA leader in energy innovation located in Varennes, Quebec, is seeking a Technical Advisor with a strong background in transformers and HV breakers. The role involves serving as a primary technical contact, conducting assessments, and providing support for various projects. Candidates must have 10+ years of experience in the field and be bilingual in French...
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Personal Banker
1 week ago
Varennes, Canada BMO Financial Group Full timeAddress: 235 rue Langlois Job Family Group: Retail Banking Sales & Service Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired...
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Conseiller technique des ventes – Service
2 weeks ago
Varennes, Canada Hitachi ABB Power Grids Full timeThe Opportunity Are you ready to power up your career with a global leader in energy innovation? At Hitachi Energy, we’re driving the future of grid integration—and we’re looking for a Service Consultant - Technical sales to join our team in Eastern Canada. This is your chance to be at the forefront of maintaining and modernizing the backbone of the...
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Conseiller technique des ventes – Service
2 weeks ago
Varennes, Canada Hitachi ABB Power Grids Full timeThe Opportunity Are you ready to power up your career with a global leader in energy innovation? At Hitachi Energy, we’re driving the future of grid integration—and we’re looking for a Service Consultant - Technical sales to join our team in Eastern Canada. This is your chance to be at the forefront of maintaining and modernizing the backbone of the...
