Personal assistant • mercier qc
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 li...Voir plus
Job Title: Administrative Assistant Work From Home - Remote Panelists.Part-Time Focus Group Participants - Remote Work From Home (Up To $850/Week).Our company is seeking individuals to participate ...Voir plus
Work location: Brossard, QC - Hybrid.Our client is a professional accounting firm providing services to a diverse client base.It is distinguished by a collaborative team environment and a strong co...Voir plus
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.Join us in empowering Venezuelan mi...Voir plus
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.Join us in empowering Venezuelan mi...Voir plus
Please note that successful candidates will.Job Available at Other Locations" section of this job posting.As part of RBC's commitment to providing exceptional client service and achieving its busin...Voir plus
Joining this team as an accountant means participating in concrete projects while working in an environment that values collaboration and respect.You will benefit from varied assignments, modern to...Voir plus
Advisory services, Personal banking .A career as a Banking Advisor at National Bank is a versatile and varied role that allows you to live your ambitions and have a positive impact on your own life...Voir plus
Can you establish, build, and maintain impactful relationships with our customers? Do you love working with customers and helping them with their financial needs? We are seeking a Personal Banking ...Voir plus
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.This volunteer placement offers a u...Voir plus
We will provide you with the tools, training and support you need to successfully complete the Damage Insurance Certificate delivered by l’Autorité des marches financiers (AMF) and the Other than L...Voir plus
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 an ex...Voir plus
Thank you for checking us out! Work From Home Data Entry Research Panelist Jobs - Part Time, Full Time.This is a remote work from home position perfect for those with any type of work background su...Voir plus
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 li...Voir plus
Our family in Chateauguay, Quebec is seeking a dedicated elder care provider to join our household.We are looking for someone who can offer compassionate home care services on a part-time, live-out...Voir plus
Please note that successful candidates will be required to offer and maintain mobility between the branch locations listed in the "Job Available at Other Locations" section of this job posting.As p...Voir plus
As a wealth management advisor, you serve, solicit, develop and maintain business relationships with affluent Signature Service members and clients.You develop personalized strategies and provide t...Voir plus
Education: Secondary (high) school graduation certificate.Experience: 1 to less than 7 months.Organize and maintain inventory.Read and interpret blueprints/sketches/specifications.Select appropriat...Voir plus
College, CEGEP or other non-university certificate or diploma from a program of 3 months to less than 1 year.Develop all kinds of events for publicity, fundraising and information purposes.Evaluate...Voir plus
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
*
#LI-Hybrid
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
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