Advisor, Investment and Financing
2 weeks 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.
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Personal Finance Advisor
1 week ago
Granby, 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...
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Personal Finance Advisor
3 days ago
Granby, Canada Desjardins Full time1 day ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. Responsibilities As a personal finance advisor, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients. You provide service tailored to client needs in accordance with current strategies and...
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Personal Finance Advisor — Client Solutions
3 days ago
Granby, Canada Desjardins Full timeA leading financial services organization is seeking a Personal Finance Advisor in Granby, Quebec. In this role, you will help clients identify financial strategies, manage relationships, and ensure satisfaction. You will need a college diploma, bilingual proficiency in French and English, and at least two years of relevant experience. The position offers a...
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Mobile Home Financing Advisor
2 days ago
Granby, Canada Scotiabank Full timeA leading financial institution in Canada seeks a passionate Home Financing Advisor to build client relationships and provide expert mortgage advice. This mobile role offers a commission-based compensation structure, extensive benefits, and the opportunity for professional development in a high-performing culture. The ideal candidate will have a proven track...
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Advisor, Retail Services
2 weeks ago
Granby, Quebec, Canada Laurentian Bank Full timeSeeing beyond numbersAt Laurentian Bank, we believe we can change banking for the better. Founded in Montreal in 1846, Laurentian Bank helps families, businesses and communities thrive. Today, we have over 2,800 employees working together as One Team, to provide a broad range of financial services and advice-based solutions for customers across Canada and...
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Associate Financial Advisor
2 days ago
Granby, Canada CIBC Full timeWe’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...
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Client Advisor
3 weeks ago
GRANBY, Canada Royal Bank of Canada Full timeJob Description Please note that successful candidates will be required to offer and maintain mobility between the branch locations listed in the "Job Available at Other Locations" section of this job posting. As part of RBC's commitment to providing exceptional client service and achieving its business objectives, the ability and willingness to travel or...
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Banking Advisor- EN
3 days ago
Granby, Canada RBC Full timeJob Description Please note that successful candidates will be required to offer and maintain mobility between the branch locations listed in the "Job Available at Other Locations" section of this job posting. As part of RBC's commitment to providing exceptional client service and achieving its business objectives, the ability and willingness to travel or...
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Mobile Mortgage Advisor- Bilingual
2 weeks ago
Granby, Quebec, Canada CIBC Full timeWe'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 and...
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Granby, Canada RBC Full timeA leading financial institution in Granby, Canada, seeks a dedicated client-focused sales representative. You will help clients with their banking, credit, and investment needs while being an ambassador for the firm. The ideal candidate is bilingual, has mutual funds accreditation or willingness to obtain, and excels in a target-driven sales environment....
