As a personal finance advisor, you play a key role in supporting our members and clients with their ... Job Family Member/client sales and service (FG)
As a personal finance advisor, you play a key role in supporting our members and clients with their ... Job Family Member/client sales and service (FG)
As a personal finance advisor, you play a key role in supporting our members and clients with their ... Job Family Member/client sales and service (FG)
As a personal finance advisor, you play a key role in supporting our members and clients with their ... Job Family Member/client sales and service (FG)
As a personal finance advisor, you play a key role in supporting our members and clients with their ... Job Family Member/client sales and service (FG)
As a personal finance advisor, you play a key role in supporting our members and clients with their ... Job Family Member/client sales and service (FG)
Personal financial advisor
Granby, QC · Hybrid
As a personal finance advisor, you play a key role in supporting our members and clients with their ... Job Family Member/client sales and service (FG)
Personal financial advisor
Granby, QC · Hybrid
As a personal finance advisor, you play a key role in supporting our members and clients with their ... Job Family Member/client sales and service (FG)
As a personal finance advisor, you play a key role in supporting our members and clients with their ... Job Family Member/client sales and service (FG)
As a personal finance advisor, you play a key role in supporting our members and clients with their ... Job Family Member/client sales and service (FG)
As a personal finance advisor, you play a key role in supporting our members and clients with their ... Job Family Member/client sales and service (FG)
As a personal finance advisor, you play a key role in supporting our members and clients with their ... Job Family Member/client sales and service (FG)
As a personal finance advisor, you play a key role in supporting our members and clients with their ... Job Family Member/client sales and service (FG)
As a personal finance advisor, you play a key role in supporting our members and clients with their ... Job Family Member/client sales and service (FG)
As a personal finance advisor, you play a key role in supporting our members and clients with their ... Job Family Member/client sales and service (FG)
As a personal finance advisor, you play a key role in supporting our members and clients with their ... Job Family Member/client sales and service (FG)
You work with the advisors to identify and meet the financial services needs of members and clients ... Provide personalized member/client service and experience to clients with complex needs * Be ...
You work with the advisors to identify and meet the financial services needs of members and clients ... Provide personalized member/client service and experience to clients with complex needs * Be ...
You work with the advisors to identify and meet the financial services needs of members and clients ... Provide personalized member/client service and experience to clients with complex needs * Be ...
You work with the advisors to identify and meet the financial services needs of members and clients ... Provide personalized member/client service and experience to clients with complex needs * Be ...
Client engagement - Meet with clients to understand their personal and business priorities, advise them on solutions, and provide a forward-looking financial plan. Ensure clients' investment ...
Client engagement - Meet with clients to understand their personal and business priorities, advise them on solutions, and provide a forward-looking financial plan. Ensure clients' investment ...
Client engagement - Meet with clients to understand their personal and business priorities, advise them on solutions, and provide a forward-looking financial plan. Ensure clients' investment ...
Client engagement - Meet with clients to understand their personal and business priorities, advise them on solutions, and provide a forward-looking financial plan. Ensure clients' investment ...
Client engagement - Meet with clients to understand their personal and business priorities, advise them on solutions, and provide a forward-looking financial plan. Ensure clients' investment ...
Client engagement - Meet with clients to understand their personal and business priorities, advise them on solutions, and provide a forward-looking financial plan. Ensure clients' investment ...
Client engagement - Focus on each client experience and connect on a personal level to make every interaction meaningful. Deliver trusted investment advice and create personalized financial plans to ...
Client engagement - Focus on each client experience and connect on a personal level to make every interaction meaningful. Deliver trusted investment advice and create personalized financial plans to ...
Client engagement - Focus on each client experience and connect on a personal level to make every interaction meaningful. Deliver trusted investment advice and create personalized financial plans to ...
Client engagement - Focus on each client experience and connect on a personal level to make every interaction meaningful. Deliver trusted investment advice and create personalized financial plans to ...
Client financial services agent What you'll do: Work with personal finance advisors and improve service for members. * Personal finance advisor What you'll do: Help members with their financing and ...
Client financial services agent What you'll do: Work with personal finance advisors and improve service for members. * Personal finance advisor What you'll do: Help members with their financing and ...
Client engagement - Meet with clients to understand their personal and business priorities, advise them on solutions, and provide a forward-looking financial plan. Ensure clients' investment ...
Client engagement - Meet with clients to understand their personal and business priorities, advise them on solutions, and provide a forward-looking financial plan. Ensure clients' investment ...
Client engagement - Meet with clients to understand their personal and business priorities, advise them on solutions, and provide a forward-looking financial plan. Ensure clients' investment ...
Client engagement - Meet with clients to understand their personal and business priorities, advise them on solutions, and provide a forward-looking financial plan. Ensure clients' investment ...
Client engagement - Focus on each client experience and connect on a personal level to make every ... Financial Advising, Investments, Lending, Portfolio Management, Results-Oriented
Client engagement - Focus on each client experience and connect on a personal level to make every ... Financial Advising, Investments, Lending, Portfolio Management, Results-Oriented
Client engagement - Focus on each client experience and connect on a personal level to make every ... Financial Advising, Investments, Lending, Portfolio Management, Results-Oriented
Client engagement - Focus on each client experience and connect on a personal level to make every ... Financial Advising, Investments, Lending, Portfolio Management, Results-Oriented
Client Financial Advisor information
What cities in Quebec are hiring for Client Financial Advisor jobs?
Cities in Quebec with the most Client Financial Advisor job openings:
Personal financial advisor
Chambly, QC • Hybrid
Desjardins Group
Full-time
Medical, Retirement, PTO
Re-posted 19 hours ago
Job description
Several opportunities are currently available in Richelieu-Yamaska region📍
Make a real difference in the financial lives of our members. 💚
Are you passionate about finance, motivated by connecting with others and naturally good at supporting people in their life projects? If so, this position is for you!
As a personal finance advisor, you play a key role in supporting our members and clients with their financing, savings and insurance needs. You're the person they trust, who understands their goals, offers good advice and guides them toward financial solutions that are right for them. More specifically, you will be required to:
Meet the savings and credit needs of members, including mortgages.
Manage business relationships, assess satisfaction and service quality, follow up on these relationships and identify areas for improvement.
Advise our members and clients on personalized strategies and work with them to set well-defined and measurable financial goals.
Stay on top of the latest financial news and track market trends and best practices to enrich your advice and anticipate your clients' needs.
Proudly represent our financial institution to our partners and the public by participating in community activities.
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
*Benefits apply based on eligibility criteria.
#LI-Hybrid
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.
If there's something we can do to help make the recruitment process or the job you're applying for more accessible, let us know. We can provide accommodations at any stage in the recruitment process. Just ask!
Job Family
Member/client sales and service (FG)