Financial Advisor
2 weeks ago
Requisition ID: 191917 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: As an Investment & Personal Banking Specialist/ Saint-Jean-sur-Richelieu/ Temporary/ Full-time 37.5h you are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, your focus is to provide exceptional service throughout the customer’s journey. **Is this role right for you? In this role, you will**: - Be passionate about financial sales as well as delivering trusted financial advice to customers - Educate customers, providing relevant insights and expert advice - Create financial plans, leveraging relevant financial planning tool modules and select advice based tools and resources - Understand the importance of being results-driven - Be highly engaged - Demonstrate a collaborative approach when dealing with peers, customers, and partners - Build relationships, focusing on providing a great client experience and growing long-standing relationships with existing customers **Do you have the skills that will enable you to succeed in this role? - We’d love to work with you if you have**: - Sales management experience and the ability to market Scotiabank - The ability to build strong relationships focused on providing a great client experience and growing relationships with existing customers - A license to sell mutual funds and working towards the CIFP Diploma in Financial Planning (or Bank recognized equivalent) **What’s in it for you?** - A competitive compensation and benefits package - Ability to make a lasting impact on customers - An inclusive culture where we value and recognize our employees’ contributions - An organization committed to making a difference in our communities - for you and your customers - You will have an assigned book of mid-affluent customers and the ability to build on this book with growth potential customers - You’ll receive clear transparent criteria to progress in your career Location(s): Canada : Quebec : Saint-jean-sur-richelieu Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.
-
Financial Independent advisor
3 weeks ago
Saint-Jean-Sur-Richelieu, Canada Co-operators Full timeJoin to apply for the Financial Independent Advisor role at Co-operators Company: CGICDepartment: Retail SalesEmployment Type: Full-TimeWork Model: RemoteLanguage: Bilingualism in English and French is required.Additional Information: This/these role(s) is/are currently vacant The Opportunity We are a leading Canadian financial services cooperative committed...
-
Financial Security Advisor
2 weeks ago
Saint-Jean-Sur-Richelieu, Canada Desjardins Full timeFinancial Security Advisor at Desjardins Our network of more than 200 financial security advisors plays a key role in the industry. We’re expanding this great team and have opportunities in different regions of Quebec. Responsibilities Proactively sell insurance products and services (life, health, disability, critical illness) based on the needs of...
-
Financial Security Advisor, Life Insurance
2 weeks ago
Saint-Jean-sur-Richelieu, Canada CFMWS Full time**CFMWS - WHERE PURPOSE MEETS PASSION!** At Canadian Forces Morale and Welfare Services (CFMWS), we’re more than just a workplace; we’re a proud community dedicated to supporting Canadian Armed Forces members, veterans and their families in their daily lives. We carefully curate and provide programs and services designed to meet their unique needs and...
-
SUN LIFE FINANCIAL ADVISOR
4 weeks ago
Richelieu, Canada Sun Life Financial Full timeSUN LIFE FINANCIAL ADVISOR page is loaded## SUN LIFE FINANCIAL ADVISORlocations: St-Jean-Sur-Richelieu, Quebectime type: Full timeposted on: Posted 15 Days Agojob requisition id: JR00034462You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with...
-
SUN LIFE FINANCIAL ADVISOR
4 weeks ago
Richelieu, Canada Sun Life Financial Full timeSUN LIFE FINANCIAL ADVISOR page is loaded## SUN LIFE FINANCIAL ADVISORlocations: St-Jean-Sur-Richelieu, Quebectime type: Full timeposted on: Posted 15 Days Agojob requisition id: JR00034462You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with...
-
SUN LIFE FINANCIAL ADVISOR
3 weeks ago
Richelieu, Canada Sun Life Financial Full timeSUN LIFE FINANCIAL ADVISOR page is loaded## SUN LIFE FINANCIAL ADVISORlocations: St-Jean-Sur-Richelieu, Quebectime type: Full timeposted on: Posted 15 Days Agojob requisition id: JR00034462You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with...
-
Wealth Advisor: Build Clients’ Financial Futures
4 weeks ago
Saint-Jean-Sur-Richelieu, Canada Desjardins Full timeA financial services cooperative in Montérégie is seeking a Wealth Management Advisor to provide financial guidance to clients. The role involves advising members on strategies, managing relationships, and staying abreast of industry trends. Candidates should have a Bachelor's degree, relevant experience, and a mutual fund representative certificate....
-
Wealth Advisor: Build Clients’ Financial Futures
4 weeks ago
Saint-Jean-sur-Richelieu, Canada Desjardins Full timeA financial services cooperative in Montérégie is seeking a Wealth Management Advisor to provide financial guidance to clients. The role involves advising members on strategies, managing relationships, and staying abreast of industry trends. Candidates should have a Bachelor's degree, relevant experience, and a mutual fund representative certificate....
-
Independent Financial Advisor
4 weeks ago
Richelieu, Canada Sun Life Financial Full timeA well-known financial services company in St-Jean-sur-Richelieu is seeking a financial advisor. In this role, you will build long-term relationships with clients, offering them financial advice and helping them secure their financial futures. This position offers unlimited earning potential, local support, and the flexibility to work independently....
-
Independent Financial Advisor
4 weeks ago
Richelieu, Canada Sun Life Financial Full timeA well-known financial services company in St-Jean-sur-Richelieu is seeking a financial advisor. In this role, you will build long-term relationships with clients, offering them financial advice and helping them secure their financial futures. This position offers unlimited earning potential, local support, and the flexibility to work independently....
