Talent.com
Advisor, Investment and Financing
Advisor, Investment and FinancingDesjardins • De Blainville,Caisse Desjardins Thérèse
Advisor, Investment and Financing

Advisor, Investment and Financing

Desjardins • De Blainville,Caisse Desjardins Thérèse
30+ days ago
Job type
  • Full-time
Job description

Several opportunities are currently available in the Laurentides region. 📍

As a financial services professional, you're attentive to the needs of our members and clients. You look for ways to support their financial well-being in every situation. You provide excellent customer service and high-quality financial solutions tailored to their needs. More specifically, you will be required to:

  • Attend to members’ investment and financing needs while ensuring quality service

  • Developing strategies and offering investment, financing and insurance products

  • 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.

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

No matter what your career path or formal training may be, if you've always wanted to work in the financial sector, now is the time to apply! Our recruiters will be in touch to identify the best opportunity for you that meets your career goals. Desjardins has a training institute (DCI) that offers you a unique opportunity to get the training you need to pursue a career that's the perfect fit for your skills, goals and education.

Create a job alert for this search

Advisor, Investment and Financing • De Blainville,Caisse Desjardins Thérèse

Similar jobs
SUN LIFE FINANCIAL ADVISOR

SUN LIFE FINANCIAL ADVISOR

Sun Life Financial • Blainville, QC, CA
Full-time +1
SUN LIFE FINANCIAL ADVISOR page is loaded## SUN LIFE FINANCIAL ADVISORlocations: Blainville, Quebectime type: Full timeposted on: Posted Todayjob requisition id: JR00034451You are as unique as your...Show more
Last updated: 30+ days ago • Promoted
Banking advisor

Banking advisor

National Bank • Saint-Jerome, QC, CA
Full-time
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 colleague...Show more
Last updated: 30+ days ago • Promoted
Client-Centric Banking Advisor (Travel Required)

Client-Centric Banking Advisor (Travel Required)

Royal Bank of Canada> • Vaudreuil-Dorion, Montérégie, CA
Full-time
A leading financial institution in Vaudreuil-Dorion is looking for a client-focused financial advisor to engage with clients regarding their banking needs.The role emphasizes problem-solving, sales...Show more
Last updated: 23 days ago • Promoted
Finance Private Tutoring Jobs Chertsey

Finance Private Tutoring Jobs Chertsey

Superprof • Chertsey, Canada
Full-time +1
Superprof is Canada's #1 tutoring platform, and we're actively recruiting passionate tutors! Whether you're a student, a professional, or simply someone who loves teaching, join the largest communi...Show more
Last updated: 30+ days ago • Promoted
Associate Financial Advisor - Rosemère

Associate Financial Advisor - Rosemère

CIBC • Sainte-Thérèse, Canada
Full-time
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, fina...Show more
Last updated: 1 day ago • Promoted
Banking Advisor- EN

Banking Advisor- EN

RBC • Salaberry-De-Valleyfield
Full-time
Be among the first 25 applicants.Successful candidates will be required to maintain mobility between branch locations listed in the “Job Available at Other Locations” section of this job posting.As...Show more
Last updated: 30+ days ago • Promoted
Finance Lead – Transformation & Budget (Global Program)

Finance Lead – Transformation & Budget (Global Program)

Airbus • Vaudreuil-Dorion, Canada
Full-time
Job DescriptionResponsable Finance / Finance LeadEnglish job description followsVous avez une expérience de leadership en finance, vous avez travaillé dans un environnement international et complex...Show more
Last updated: 30+ days ago • Promoted
BANKING ADVISOR

BANKING ADVISOR

National Bank of Canada • L'Ile-Perrot
Full-time
Compensation: Between $49000 - $60700 per year.Listen to clients’ needs and resolve complex situations.Give advice and offer appropriate solutions for Personal and Small Business clients to meet th...Show more
Last updated: 30+ days ago • Promoted
Financial Security Advisor – Independent

Financial Security Advisor – Independent

Co-operators • Vaudreuil-Dorion, Montérégie, CA
Full-time
Employment Type: Regular Full-Time.Language: Bilingualism in English and French is required.Additional Information: This/these role(s) is/are currently vacant.We are a leading Canadian financial se...Show more
Last updated: 30+ days ago • Promoted
Client-Focused Banking Advisor

Client-Focused Banking Advisor

CIBC • Blainville, QC, CA
Full-time
A leading Canadian bank in Blainville is looking for a Financial Services Representative to create meaningful client relationships and provide tailored financial solutions.This role requires a stro...Show more
Last updated: 17 days ago • Promoted
Licensed Investment Advisor Assistant - The Mullings Group

Licensed Investment Advisor Assistant - The Mullings Group

The Mullings Group • mirabel, qc, ca
Full-time
The Mullings Group has been retained by our client, Haywood Securities, in the search for a seasoned.Licensed Investment Advisor Assistant.This is a career-track position for a professional who thr...Show more
Last updated: 2 days ago • Promoted
Wealth Associate Focusing on Client Engagement and Support

Wealth Associate Focusing on Client Engagement and Support

National Bank of Canada • Kirkland, Montreal (administrative region), CA
Full-time
Elevate your career as a Wealth Associate where exceptional customer service shines.Collaborate with investment advisors to meet diverse client needs while making a lasting impact.In this role, you...Show more
Last updated: 7 days ago • Promoted
Business Development - Financial Security Advisor

Business Development - Financial Security Advisor

iA Financial Group (Industrial Alliance) • Saint-Eustache, QC, CA
Full-time
Play a significant role in people's lives?.Be recognized for your advisory services?.Move forward, take control of your professional future!.To become a Financial Security Advisor, you must first p...Show more
Last updated: 30+ days ago • Promoted
Bilingual Banking Advisor - Client-Centric Growth

Bilingual Banking Advisor - Client-Centric Growth

RBC • Salaberry-de-Valleyfield, Montérégie, CA
Full-time
A leading financial institution is seeking a client-focused Sales Representative in Salaberry-de-Valleyfield.You will assist clients with their banking and investment needs while demonstrating stro...Show more
Last updated: 30+ days ago • Promoted
Technical Inside Sales Representative

Technical Inside Sales Representative

Eutectic Canada inc. • Vaudreuil-Dorion, QC, CA
Full-time
Castolin Eutectic is a global wear management solution provider that helps redefine the life cycle with wear management service centers worldwide.For over 100 years, Castolin Eutectic has been at t...Show more
Last updated: 30+ days ago • Promoted
Strategic Partnership Advisor - Spanish Required

Strategic Partnership Advisor - Spanish Required

Cuso International • Mirabel, Quebec
Permanent
This Volunteer Placement is Located in:.Please submit a Spanish Resume and Statement of Interest.Open to Canadian Citizens and Permanent Residents of Canada only.Cuso International is seeking two v...Show more
Last updated: 2 days ago • Promoted
Director of Strategic Initiatives (Family Office) - Elevation Capital

Director of Strategic Initiatives (Family Office) - Elevation Capital

Elevation Capital • mirabel, qc, ca
Full-time
Elevation Capital is a group of internationally impactful companies spanning consumer packaged goods, hospitality, technology, real estate, non-profit, and venture funding.Run by a highly entrepren...Show more
Last updated: 15 days ago • Promoted
Client‑Focused Investment & Banking Advisor

Client‑Focused Investment & Banking Advisor

Scotiabank • Pincourt, QC, CA
Full-time
A leading bank in the Americas is seeking an Investment & Personal Banking Specialist in Pincourt, QC.This role focuses on providing exceptional financial advice, building lasting relationships wit...Show more
Last updated: 21 days ago • Promoted