Advisor, Investment and Financing
4 days ago
Several opportunities are currently available in the greater Montérégie region.As an advisor, 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 optimizing their financial health. You will be committed to providing excellent customer service so as to offer the highest quality financial solutions tailored to their needs. More specifically, you will be required to:Attend to members’ investment and financing needs while ensuring quality serviceDeveloping strategies and offering investment, financing and insurance products.Manage business relationships, assess member/client satisfaction and service quality, follow up and identify areas for improvementStay up-to-date on the financial services industry, market trends and best practices in your field.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 equipmentWhat you bring to the tableRegardless of your experience or education, if you’ve always wanted to work in the financial services industry, send us your application. Our recruiters will contact you to find the job best suited to your career goals. The Desjardins Cooperative Institute (DCI)—provides a unique opportunity to receive training for a career suited to your skills, goals and education.
-
Advisor, Investment and Financing
1 week ago
Richelieu, Canada Desjardins Full timeSeveral opportunities are currently available in the greater Montérégie region. Required As an advisor, 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 optimizing their financial health. You will be committed to providing excellent...
-
Advisor, Investment and Financing
1 week ago
Saint-Jean-sur-Richelieu, Canada Desjardins Full timeAdvisor, Investment and Financing – Desjardins Join to apply for the Advisor, Investment and Financing role at Desjardins. Several opportunities are currently available in the greater Montérégie region. Responsibilities Attend to members’ investment and financing needs while ensuring quality service Develop strategies and offer investment, financing...
-
Richelieu, Canada Desjardins Full timeA leading financial services provider in Quebec is seeking an entry-level advisor for investment and financing. Your role will involve understanding member needs and optimizing their financial health by providing tailored solutions. You'll also manage business relationships and stay informed about industry trends. Competitive salary, bonuses, and a defined...
-
Saint-Jean-sur-Richelieu, Canada Desjardins Full timeA leading financial services provider is looking for an Entry-Level Advisor for Investment and Financing. You'll address members' investment needs and provide high-quality service while developing strategies for financial products. With a competitive salary and various benefits, this role offers an opportunity to grow within the industry. The position is...
-
Personal Finance Advisor
2 weeks ago
Richelieu, Canada Desjardins Group Full timeOverviewAs 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...
-
Personal Finance Advisor
4 days ago
Saint-Jean-sur-Richelieu, Canada Desjardins Full timeJoin to apply for the Personal Finance Advisor role at Desjardins 2 days ago – Be among the first 25 applicants Required 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’...
-
Personal Finance Advisor
4 days ago
Saint-Jean-sur-Richelieu, Canada Desjardins Group Full timePersonal Finance Advisor page is loaded## Personal Finance Advisorremote type: The work arrangement for the position is hybrid worklocations: Saint-Jean-sur-Richelieutime type: Full timeposted on: Posted Todayjob requisition id: R2600084As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business...
-
Personal Finance Advisor
7 days ago
Saint-Jean-sur-Richelieu, Canada Desjardins Full timeAs 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...
-
Personal Finance Advisor
1 week ago
Saint-Jean-sur-Richelieu, Quebec, Canada Desjardins Full timeAs 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...
-
Personal Finance Advisor
6 days ago
Saint-Jean-sur-Richelieu, Quebec, Canada Desjardins Full timeAs 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...
