Current jobs related to Personal Finance Advisor - Joliette - Desjardins
-
Banking advisor
10 hours ago
Joliette, Canada National Bank Full timeYoutube Video A career as a Banking Advisor at National Bank is a varied role that allows you to 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 use your analytical skills in order to offer a people-centric experience for branch clients. This role...
-
Health and Safety Advisor
1 week ago
Joliette, Canada Harnois Énergies Full time**HARNOIS ÉNERGIES IS LOOKING FOR A HEALTH AND SAFETY ADVISOR!**: Would you like to play a key role in promoting a safe working environment? Do you want to put your passion for the field to good use? Join Harnois Énergies as a Health and Safety Advisor! Put your expertise to work and play an active role in protecting our great team and improving our safety...
-
Joliette, Canada Acosta Full timeConseiller en café Nespresso | Nespresso Coffee Advisor General Information Company: PRE-CA Location: Joliette, Quebec, J6E 9E5 Ref #: M59580 Function: Brand Advocacy & Sales Employment Duration: Part-time Description and Requirements En tant que conseiller en café Nespresso, vous enthousiasmerez les clients et contribuerez à stimuler les ventes de...
-
Associate
10 hours ago
Joliette, Canada National Bank Full timeA career as an Associate in the Wealth Management team at National Bank, will give you the opportunity to show your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients. Your job: Ensure effective...
-
Joliette, Canada Bruneau Électrique Inc. Full timeYour mission?Are you passionate about prevention, team well-being, and safe work environments? Do you want to make a real impact in a growing organization? 🛠️✨Under the leadership of the Senior Director, you will become a key player in OHS within our various companies. By supporting our managers and employees in the field, you will actively contribute...
-
Représentant(E) Service ClientÈle Et Ventes
2 weeks ago
Joliette, Canada Velo 505 Full timeNous sommes à la recherche d’une personne passionnée par le service clientèle et qui a comme responsabilités de: - Accueillir les clients à la boutique et présenter les produits - Répondre aux appels/courriels de la boutique - Assister les clients avec leurs questions et le suivi de leurs commandes - Gestion de la caisse (faire le pont avec le...
-
Banking Centre Leader
6 days ago
Joliette, 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...
-
Joliette, Canada National Bank of Canada Full time**Primary Locations**:Joliette, Quebec**: **Attendance**:Hybrid**: **Employee Status**:Regular**: **Schedule**:Full-time**: By joining our agricultural financing team, we offer you the opportunity to support agricultural businesses in your region in all of their financial projects and to be part of a team of over 90 agricultural specialists, recognized for...
Personal Finance Advisor
10 hours 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 mainly of individual members and businesses. Interpersonal savvy is therefore essential. You drive results by recommending investments, loans and insurance products. 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 bonus
- 4 weeks of flexible vacation starting in the first year
- Defined benefit pension plan that provides predictable, stable income throughout retirement
- Group insurance including telemedicine
- Reimbursement of health and wellness expenses and telework equipment
LI-Hybrid
**What you bring to the table**
- Bachelor's degree in a related field
- A minimum of one year of relevant experience
- Please note that other combinations of qualifications and relevant experience may be considered
- Mutual fund representative certificate - Autorité des marchés financiers
- Knowledge of French is required
Action oriented, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble learning
**Trade Union (If applicable)**
At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should reflect the diversity of the members, clients and communities we serve.
**Job Family**
Member/client sales and service (FG)
**Unposting Date**
2026-02-18
