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Financial advisor Offres d'emploi - Pincourt, QC

Dernière mise à jour : il y a 1 jour
  • Offre sponsorisée
Financial Advisor retail services

Financial Advisor retail services

Laurentian BankSalaberry-de-Valleyfield, Quebec, Canada
Temps plein
At Laurentian Bank, we believe we can change banking for the better.Founded in Montreal in 1846, Laurentian Bank helps families, businesses and communities thrive. Today, we have over 2,800 employee...Voir plusDernière mise à jour : il y a plus de 30 jours
Client Sales Advisor

Client Sales Advisor

Co-operatorsVaudreuil-Dorion, QC, CA
Temps plein
Employment Type : Regular Full-Time.Language : French is required, English is an asset.Additional Information : There are 12 positions available. We are a leading Canadian financial services co-operati...Voir plusDernière mise à jour : il y a 10 jours
Financial Planner - Montreal West

Financial Planner - Montreal West

ScotiabankDollard-des-ormeaux, QC, CA
Temps plein
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.As a Financial Planner, you will focus on developing and deepening client relationships by prov...Voir plusDernière mise à jour : il y a plus de 30 jours
Conseiller technique | Service Advisor

Conseiller technique | Service Advisor

Chevrolet Buick GMC West IslandDOLLARD-DES-ORMEAUX, QC
Temps plein
Qui est Chevrolet Buick GMC West Island?.Fondé en 1985 et établi au Québec depuis 2015, le Groupe Dilawri continue de s’appuyer sur une histoire d’excellence en tant que plus grand groupe automobil...Voir plusDernière mise à jour : il y a 5 jours
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OHS AND ENVIRONMENT ADVISOR

OHS AND ENVIRONMENT ADVISOR

Groupe DesgagnésSalaberry-de-Valleyfield, QC, Canada
Temps plein
Are you looking for a rewarding job where you can apply your skills in occupational health and safety?.At Desgagnés Logistik, you will join a passionate and collaborative team working together to e...Voir plusDernière mise à jour : il y a plus de 30 jours
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Business Analyst for Financial System

Business Analyst for Financial System

C.A.T. North America Inc.vaudreuil-dorion, qc, Canada
Temps plein
We are seeking a motivated and detail-oriented Finance Business Analyst to join our IT team.In this role, you will play a key part in supporting the implementation and optimization of financial sys...Voir plusDernière mise à jour : il y a 1 jour
SUN LIFE FINANCIAL ADVISOR

SUN LIFE FINANCIAL ADVISOR

Sun LifePointe Claire, Quebec
60 000,00 $CA – 62 000,00 $CA par an
Temps plein
Req#JR00034450 FC096 Pointe-Claire.What’s holding you back from building your own business?.Take control of your life and determine your own success. Enjoy financial independence and work life balan...Voir plusDernière mise à jour : il y a plus de 30 jours
Financial Security Advisor, Insurance

Financial Security Advisor, Insurance

Royal Bank of Canada>POINTE-CLAIRE, Canada
We are looking for self-motivated, highly driven and entrepreneurial individuals to join our Field Sales team at RBC Insurance. As an accredited Life & Wealth Advisor (HLLQP / LLQP) you provide integr...Voir plusDernière mise à jour : il y a plus de 30 jours
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Financial Analyst

Financial Analyst

Randstad CanadaVaudreuil-Dorion, Quebec, CA
CDI
Quick Apply
Start date : as soon as possible.Are you looking for a new challenge and have experience as an Financial Analyst? Do you like working in a fast paced environment? Do you have experience working in t...Voir plusDernière mise à jour : il y a plus de 30 jours
  • Offre sponsorisée
Financial Accountant

Financial Accountant

Recrute ActionPointe Claire, Quebec, Canada
60,00 $CA –70,00 $CA par heure
Temps plein +1
Our client a leader in providing personalized accounting and bookkeeping services to individuals small businesses and corporations is seeking a skilled and detailoriented professional to join their...Voir plusDernière mise à jour : il y a 4 jours
Supplements and natural health advisor

Supplements and natural health advisor

IGADollard-des-Ormeaux, CA
18,50 $CA –22,81 $CA par heure
Supplements and natural health advisor.Number of hours per week : between 24 and 24.Shift : ...Voir plusDernière mise à jour : il y a plus de 30 jours
Financial advisor

Financial advisor

DesjardinsCaisse Desjardins de Bellechasse
53 622,00 $CA par an
Temps plein
You will be attentive to what our members and clients are saying to better understand and address each specific situation, with the objective of optimizing their financial health.You will be commit...Voir plusDernière mise à jour : il y a plus de 30 jours
Financial Planner Relationship

Financial Planner Relationship

0000050007 Royal Bank of CanadaCanada,Quebec,DORION,VAUDREUIL
34,50 $CA par heure
Temps plein
This is an opportunity for the Vaudreuil community • •.As an RBC Financial Planner, you have the opportunity to manage and grow a portfolio of mass affluent clients. You provide ongoing comprehensive...Voir plusDernière mise à jour : il y a plus de 30 jours
Financial Planner - Pointe-Claire / Vaudreuil

Financial Planner - Pointe-Claire / Vaudreuil

The Toronto-Dominion Bank (Canada)Pointe Claire, Québec
Temps plein
TD Wealth takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions and service to clients.Financial Planning te...Voir plusDernière mise à jour : il y a plus de 30 jours
Technical Services Advisor : Eastern Canada

Technical Services Advisor : Eastern Canada

Salto Inspired AccessVaudreil-Dorion, QC, CA
Quick Apply
Join the Future of Technology as a Technical Services Advisor (TSA) for Eastern Canada at Salto Systems! Are you a tech-savvy problem solver with a passion for innovation and human-center...Voir plusDernière mise à jour : il y a plus de 30 jours
Sales advisor

Sales advisor

Première MoissonDorion - Vaudreuil-Dorion
14,25 $CA par heure
Perform customer service : greet, advise and serve customers.Arrange products in displays according to Première Moisson marketing standards. Fill counters according to merchandising standards).Genera...Voir plusDernière mise à jour : il y a plus de 30 jours
Banking Advisor

Banking Advisor

RBC - Royal BankPointe-Claire, QC
17,00 $CA par heure
This is an opportunity for candidates to express their interest in current and future positions in the West-Island of Montreal locations • •. This unique position calls on your client-focused sales ex...Voir plusDernière mise à jour : il y a plus de 30 jours
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Banking advisor

Banking advisor

National BankRégion d'Oka (Oka), Canada
Youtube VideoA 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 ...Voir plusDernière mise à jour : il y a 7 jours
Banking advisor

Banking advisor

NBCDollard-Des-Ormeaux, Quebec
49 000,00 $CA – 66 900,00 $CA par an
Advisory services, Personal banking.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...Voir plusDernière mise à jour : il y a plus de 30 jours
Nespresso Coffee Advisor

Nespresso Coffee Advisor

CB CanadaKirkland, Quebec, Canada
18,00 $CA par heure
As a Nespresso Coffee Advisor, you'll excite customers and help spark sales for Nespresso by engaging retail customers and making products stand out by providing amazing coffee samples.Represent on...Voir plusDernière mise à jour : il y a plus de 30 jours
Financial Advisor retail services

Financial Advisor retail services

Laurentian BankSalaberry-de-Valleyfield, Quebec, Canada
Il y a plus de 30 jours
Type de contrat
  • Temps plein
Description de poste

Seeing beyond numbers™

At Laurentian Bank, we believe we can change banking for the better. Founded in Montreal in 1846, Laurentian Bank helps families, businesses and communities thrive. Today, we have over 2,800 employees working together as One Team, to provide a broad range of financial services and advice-based solutions for customers across Canada and the United States. We drive results by placing our c ustomers first, making the better choice, acting courageously, and believing everyone belongs.

This role sits within Laurentian Bank.

Reporting to the Branch Manager, the Advisor, Retail Services, manages and develops a client portfolio (individuals). The Advisor must develop the loyalty of clients by providing personalized, quality consulting services with the goal to become their number one financial reference.

Responsibilities

  • Develop sales strategies for specific clients to develop their loyalty.
  • Meet with clients to help them identify and prioritize their financial projects and goals.
  • Analyse and evaluate clients' financial and investment needs based on their financial situation.
  • Maintain and develop continued business relationships with the clients in the portfolio and potential clients.
  • Collaborate on developing and preparing a branch business plan based on the set goals.
  • Keep up to date on the products and services offered by the Bank and changes in the industry or competition.
  • Master and use the latest developments in taxes, products, regulations and compliance.
  • Perform all other tasks required by the supervisor or required for the job.

Qualifications

  • Education : A bachelor's degree in administration, finance, or economics
  • Experience : A minimum of two years of experience in banking or finance
  • Any other relevant combination of education and experience
  • License of Dealing Representative of a Mutual Fund Dealer / Mutual Fund
  • Representative / Investment Funds in Canada (IFC)
  • In-depth knowledge of financial products and services
  • Sales and negotiation skills
  • Bilingual
  • Professional working proficiency in French and English languages required as position involves frequent written and oral communication on complex matters with internal and external parties in both languages.
  • What Laurentian Bank has to offer you

    The total compensation offered by Laurentian Bank encompasses a comprehensive range of benefits, highlighting our commitment to the well-being and success of our employees.

    Here are some of the key points of our offering :

  • The actual annual base salary offered will take into account internal equity, skills, and experience among other factors.
  • Total compensation : Earn a comprehensive compensation package that includes annual reviews and performance-based bonuses.
  • Work model : We prioritize a hybrid work model based on business needs.
  • Stock purchase plan : Become not just an employee, but a Laurentian Bank shareholder. Employer matching takes your investment even further.
  • Time off : In addition to paid vacation, we provide floating days and leave options to accommodate the diverse needs of our employees. Plus, as an extra perk, you also get a paid day off to celebrate your birthday.
  • Health and wellness : Take care of your health and well-being with access to healthcare professionals, our Employee and Family Assistance Program (EFAP), and a Stress Management and Well-Being Program.
  • Group insurance and pension : We offer a competitive insurance program based on your family’s needs and a defined contribution pension plan to help prepare for your future.
  • Financial benefits : As a Laurentian Bank employee, you’re also the best ambassador for our products and services. Take advantage of employee-only offers on a wide range of products. Enjoy exclusive deals and preferred rates on products and services including insurance, hotels, train tickets, spas and many more.
  • We are committed to creating a fulfilling professional environment where your skills are valued, and your well-being is a priority. Join us for a rewarding career at Laurentian Bank.

    Inclusion and Accessibility

    At Laurentian Bank, we believe everyone belongs. We are committed to fostering an inclusive work environment that reflects the diversity of our customers and our communities and where everyone feels like they belong and can thrive. To this end, we encourage applications from individuals from equity-deserving groups, including Indigenous persons, racialized and persons with disabilities, marginalized genders and the 2SLGBTQIA+ community.

    We strive to offer a flexible and accessible work experience that is inclusive of everyone. If at any time you need an accommodation, please let us know.

    PIPEDA

    We may collect, use or disclose your personal information for the purpose of establishing an employment relationship with you.