Personal Finance Advisor
3 months 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
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
Knowledge of current financial, economic, political and legislative events
All products and services aimed at caisse members and those offered by Desjardins Business Centres, Desjardins components and distribution networks, and those offered by competitors
Debt management
Notions of compliance with legislation respecting the distribution of financial products and services
Understanding of the philosophy and fundamentals of financial services cooperatives
Policies, legislation and standards related to products and services offered by the caisse
Desjardins business processes
Service standards
Techniques used to assess and monitor individual financing applications
Drive results, Interpersonal Savvy#LI-Hybrid
Trade Union
Non-unionized-
Advisor / Sales Person, Paints
4 months ago
Beloeil, Canada RONA Full timeAdvisor / Sales Person, Paints Language English Français (CA) Apply Now By joining the RONA family, you’ll enjoy many benefits, such as: An inclusive and safe working environment Promotion of work-life balance Exclusive employee discounts Benefits: insurance (certain conditions apply), annual salary review, etc. Opportunities for advancement within...
-
Advisor / Sales Person, Paints
4 months ago
Beloeil, Canada RONA Full timeAdvisor / Sales Person, PaintsLanguage EnglishFrançais (CA)Apply NowBy joining the RONA family, you’ll enjoy many benefits, such as:An inclusive and safe working environmentPromotion of work-life balanceExclusive employee discountsBenefits: insurance (certain conditions apply), annual salary review, etc.Opportunities for advancement within the...
-
Insurance Advisor, Home and Auto Specialist
3 weeks ago
Beloeil, Quebec, Canada Royal Bank of Canada> Full timeJob SummaryJob DescriptionWhat is the Opportunity?The Royal Bank of Canada is seeking a highly skilled and customer-focused Insurance Advisor to join our team. As an Insurance Advisor, you will be responsible for providing expert advice and guidance to clients on their home and auto insurance needs.We are committed to providing our clients with the best...
-
Insurance Advisor, Home and Auto Specialist
3 weeks ago
Beloeil, Quebec, Canada Royal Bank of Canada> Full timeJob SummaryJob DescriptionWhat is the Opportunity?The Royal Bank of Canada is seeking a highly skilled and customer-focused Insurance Advisor to join our team. As an Insurance Advisor, you will be responsible for providing expert advice and guidance to clients on their home and auto insurance needs.We are committed to providing our clients with the best...
-
Associate Financial Advisor
3 months ago
Beloeil, 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...
-
Advisor / Sales Person, Electrical, Lighting and
4 months ago
Beloeil, Canada Rona Full timeBy joining the RONA family, you’ll enjoy many benefits, such as: - An inclusive and safe working environment - Promotion of work-life balance - Exclusive employee discounts - Benefits: insurance (certain conditions apply), annual salary review, etc. - Opportunities for advancement within the company - An employer that’s involved in the community -...
-
Home and Auto Insurance Consultant
3 weeks ago
Beloeil, Quebec, Canada Royal Bank of Canada> Full timeJob SummaryJob DescriptionWhat is the Opportunity?The Royal Bank of Canada is seeking a highly skilled and customer-focused Insurance Advisor to join our team. As an Insurance Advisor, you will be responsible for providing expert advice and guidance to clients on their home and auto insurance needs.We are committed to providing our clients with the best...
-
Risk Management and Insurance Expert
3 weeks ago
Beloeil, Quebec, Canada Royal Bank of Canada> Full timeJob SummaryJob DescriptionWhat is the Opportunity?The Royal Bank of Canada is seeking a highly skilled and customer-focused Insurance Advisor to join our team. As an Insurance Advisor, you will be responsible for providing expert advice and guidance to clients on their home and auto insurance needs.We are committed to providing our clients with the best...
-
Home and Auto Insurance Consultant
3 weeks ago
Beloeil, Quebec, Canada Royal Bank of Canada> Full timeJob SummaryJob DescriptionWhat is the Opportunity?The Royal Bank of Canada is seeking a highly skilled and customer-focused Insurance Advisor to join our team. As an Insurance Advisor, you will be responsible for providing expert advice and guidance to clients on their home and auto insurance needs.We are committed to providing our clients with the best...
-
Risk Management and Insurance Expert
3 weeks ago
Beloeil, Quebec, Canada Royal Bank of Canada> Full timeJob SummaryJob DescriptionWhat is the Opportunity?The Royal Bank of Canada is seeking a highly skilled and customer-focused Insurance Advisor to join our team. As an Insurance Advisor, you will be responsible for providing expert advice and guidance to clients on their home and auto insurance needs.We are committed to providing our clients with the best...
-
Home and Auto Insurance Consultant
3 weeks ago
Beloeil, Quebec, Canada Royal Bank of Canada> Full timeJob SummaryJob DescriptionWhat is the Opportunity?The Royal Bank of Canada is seeking a highly skilled and customer-focused Insurance Advisor to join our team. As an Insurance Advisor, you will be responsible for providing expert advice and guidance to clients on their home and auto insurance needs.We are committed to providing our clients with the best...
-
Home and Auto Insurance Consultant
3 weeks ago
Beloeil, Quebec, Canada Royal Bank of Canada> Full timeJob SummaryJob DescriptionWhat is the Opportunity?The Royal Bank of Canada is seeking a highly skilled and customer-focused Insurance Advisor to join our team. As an Insurance Advisor, you will be responsible for providing expert advice and guidance to clients on their home and auto insurance needs.We are committed to providing our clients with the best...
-
Analyste Développement Corporatif Montreal Qc
4 months ago
Beloeil, Canada Cogeco Cable - Canada Full timeOur culture lifts you up—there is no ego in the way. Our common purpose? We all want to win for our customers. We aim to always be evolving, dynamic, and ambitious. We believe in the power of genuine connections. Each employee is a part of what makes us unique on the market: agile and dedicated. Time Type:RegularJob Description: ** PRINCIPALES...
-
Technicien Comptes Recevables
3 months ago
Beloeil, Canada Simport Scientifique Full timeDESCRIPTION DE L'ENTREPRISE Entreprise manufacturière (de services essentiels) en injection de produits en plastique utilisés dans les hôpitaux et laboratoire de recherche située à St-Mathieu de Beloeil. Depuis 45 ans, notre entreprise familiale œuvre dans le développement et la recherche de produits uniques et avant-gardistes afin de répondre aux...
-
Technicien Comptes Recevables
3 months ago
Beloeil, Canada Simport Scientifique Full timeDESCRIPTION DE L'ENTREPRISE Nous sommes une entreprise manufacturière en injection de produits en plastique utilisés dans les hôpitaux et laboratoires de recherche située à St-Mathieu de Beloeil. Depuis 45 ans, notre entreprise familiale œuvre dans le développement et la recherche de produits uniques et avant-gardistes afin de répondre aux besoins...
-
Analyste Financier Montreal Qc
4 months ago
Beloeil, Canada Cogeco Cable - Canada Full timeOur culture lifts you up—there is no ego in the way. Our common purpose? We all want to win for our customers. We aim to always be evolving, dynamic, and ambitious. We believe in the power of genuine connections. Each employee is a part of what makes us unique on the market: agile and dedicated. Time Type:RegularJob Description: ** Responsibilities**-...