Manager, Financing Solutions

2 weeks ago


Québec City, Canada IG Wealth Management Full time

Responsibilities

:

Educating and Engaging IG Advisors

Provide individual and Regional Office-level guidance to IG Advisors prior to financing referrals (i.e., client portfolio reviews) to help achieve sales targets Provide guidance to Advisors on: How and when to incorporate financing within the financial planning conversation and provide individual case support; adhering to IG Wealth Management policies and compliance Understand and analyze results of the guidance provided to Advisors and action areas of improvement

Collaboration & Relationship Management with Internal & External Stakeholders

Build strong relationships with IG Advisors and clients; actively speak and engage with Advisors at Regional Office events and clients at area market events Build and maintain relationships with Regional VPs, and Private Wealth Management AVPs within region; provide updates, business unit briefings, and collect feedback Provide input and collaborate on training requirements for Advisors, where applicable Work with external stakeholders (vendors, partners) to align on product information/training and external data and tools Collaborate with IG Wealth Management financial planning experts to ensure financing solutions are aligned with all aspects of the clients’ financial plan

Requirements:

Expert knowledge of the financial services industry, specializing in mortgage and banking (i.e., conditions, trends, competitors, etc.) Strong knowledge of banking, and personal and commercial lending Knowledge of private banking Comprehensive knowledge of product and service offerings and salesforce Excellent presentation and communication skills, both written and verbal Excellent training and coaching skills Strong business development and relationship management skills Excellent client experience attitude with strong people skills Strong decision-making and critical thinking skills Bilingualism (English and French) is required

Qualifications:

Bachelor’s Degree / Post-Secondary Education. Commerce or Business Admin, is preferred 3 + years of experience in in the mortgage and banking industry with experience in a sales or business development role CFP, QAFP or F.Pl. are considered a strong asset CIM, FMA, CFA, FCSI designations are an asset

  • Quebec City, Canada National Bank of Canada Full time

    A career as Director of Financing Solutions in the 1859 Private Banking team at National Bank means working closely with senior private bankers and many other internal and external partners as a credit expert. In this role, you will play a key role in the strategic growth of Private Banking 1859. Your tasks, as varied as they are complex, will enable you to...


  • Quebec City, Canada National Bank of Canada Full time

    **Primary Locations**:Québec, Quebec**: **Attendance**:Hybrid**: **Employee Status**:Regular**: **Schedule**:Full-time**: Financing Solutions Managers are our credit experts. They work closely with Account Managers and many other internal and external partners. This position is based in Quebec city and will be assigned to portfolios in the Quebec city...


  • Québec, Canada Desjardins Full time

    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...


  • Quebec City, Canada Desjardins Full time

    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...


  • Quebec City, Canada Desjardins Full time

    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...


  • Québec, QC, Canada ROME GROUP Full time

    Position: Finance and Administrative Manager Classification: Full time Position 40 hours weekly Position Summary: Responsible for the Coordination of Organization’s Finances and Administration Asthma is the #1 reason children are hospitalized and often the #1 reason they miss school. Allergies are the third most common chronic disease among children...


  • Québec, QC, Canada ROME GROUP Full time

    Position: Finance and Administrative Manager Classification: Full time Position 40 hours weekly Position Summary: Responsible for the Coordination of Organization’s Finances and Administration Reports to: CEO About AAFA Asthma is the #1 reason children are hospitalized and often the #1 reason they miss school. Allergies are the third most common...


  • Québec City, Canada Brandt Full time

    Brandt est actuellement à la recherche d'un directeur des finances pour la ville de Québec et la région environnante.Le titulaire du poste est chargé de promouvoir tous les aspects des activités de Brandt Finance et appuyer les ventes de produits complets pour Brandt Tractor Ltd. La personne devra commercialiser les services fournis par Brandt Finance...

  • Finance Manager

    4 weeks ago


    Quebec City, Canada BD Full time

    **Job Description Summary**: The Finance Manager is primarily responsible for driving optimal utilization of the various financial systems (SAP, BPC, PowerBI, etc). In addition, this role is responsible for acting as the Finance Business Partner to the U.S. Diagnostic Systems Sales (DS) & Marketing teams (Office of the VP/GM, Field Sales, Marketing,...

  • Finance Manager

    1 month ago


    Quebec City, Canada DocuSketch.com Full time

    **About DocuSketch**: DocuSketch is one of the leading software solution providers in the restoration, real estate and insurance industry. DocuSketch’s ground-breaking digital technology greatly facilitates restoration companies, adjusters and insurance companies to capture, document, estimate and process insurance claims. DocuSketch is one of the...


  • Québec, Quebec, Canada Kativik Regional Government (KRG) Full time

    The Kativik Regional Government (KRG) is a supra-municipal organization with jurisdiction over the territory of Québec located north of the 55th parallel. The KRG is currently seeking to recruit an energetic and motivated candidate to work in Kuujjuaq in the capacity of:Payroll and Finance ManagerReporting to the Director of Finance, the Payroll and Finance...


  • Québec, Canada Mantu Full time

    **Who are we?**: **Mantu** is an international company providing guidance and services to businesses and entrepreneurs. We ourselves are entrepreneurs: we started out from scratch and built a successful business based on our values and our “Tomorrow is human” vision. We constantly generate opportunities for a vast talent community and encourage our team...


  • Québec, Canada Banque Nationale du Canada Full time

    **Lieu de travail **:Montréal, Québec **Présence **:Hybride **Statut **:Permanent **Horaire **:Temps plein - Vous avez une expérience en vente et négociation avec la clientèle, en succursale ou en centre contact client? - Vous maîtrisez parfaitement les produits de financement hypothécaire? Alors rejoignez l’équipe Rentabilité du secteur...


  • Quebec City, Canada Kativik Regional Government (KRG) Full time

    Payroll and Finance Manager Reporting to the Director of Finance, the Payroll and Finance manager will be responsible for all the payroll operations and assist in the finance section. The responsibilities and duties of the Payroll and Finance Manager will include, without being limited to: **Payroll**: Develop best practices to improve the efficiency of...


  • Québec City, Canada BDC Full time

    We are banking at another level. Choosing BDC as your employer means working in a healthy, inclusive, and skilled workplace that puts forward the best conditions to bring together unique teams where employees are empowered to act. It also means being at the centre of ambitious economic and financial projects to see further and to do things differently,...


  • Québec City, Canada Desjardins Full time

    The work mode arrangement for the position is full-time on site As a personal finance advisor dynamic approach,at the 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...


  • Québec, QC, Canada Epsilon Solutions Ltd. Full time

    Bachelor's degree in computer science, information systems, math, engineering Ten years of experience with Salesforce, modern distributed applications, and microservices Eight years of experience in delivery of large-scale Salesforce projects involving interaction with a broad spectrum of enterprise operational functions Six years of experience...


  • Quebec City, Canada Business Development Bank of Canada Full time

    We are banking at another level. Choosing BDC as your employer means working in a healthy, inclusive, and skilled workplace that puts forward the best conditions to bring together unique teams where employees are empowered to act. It also means being at the centre of ambitious economic and financial projects to see further and to do things differently, to...


  • Québec City, Canada Desjardins Full time

    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...


  • Québec City, Canada Banque Nationale Full time

    Type de contrat Permanent Temps plein/Temps partiel? Temps plein Lieu: Québec, Québec Ville Québec Province/État Québec Domaine d'intérêt: Conseils et services de produits hypothécaires Domaine d'intérêt Conseils et services de produits hypothécaires Une carrière à la Banque Nationale, c'est participer à la transformation et avoir un...