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
Il y a plus de 30 jours
Type de contrat
  • Temps plein
Description de poste

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.

Créer une alerte emploi pour cette recherche

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

Offres similaires
Director of Strategic Initiatives (Family Office) - Elevation Capital

Director of Strategic Initiatives (Family Office) - Elevation Capital

Elevation Capital • saint-jérôme, qc, ca
Temps plein
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...Voir plus
Dernière mise à jour : il y a 14 jours • Offre sponsorisée
Licensed Investment Advisor Assistant - The Mullings Group

Licensed Investment Advisor Assistant - The Mullings Group

The Mullings Group • saint-jérôme, qc, ca
Temps plein
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...Voir plus
Dernière mise à jour : il y a 1 jour • Offre sponsorisée
SUN LIFE FINANCIAL ADVISOR

SUN LIFE FINANCIAL ADVISOR

Sun Life Financial • Blainville, QC, CA
Temps plein +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...Voir plus
Dernière mise à jour : il y a plus de 30 jours • Offre sponsorisée
BANKING ADVISOR

BANKING ADVISOR

National Bank of Canada • L'Île-Perrot, QC, CA
Temps plein
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...Voir plus
Dernière mise à jour : il y a plus de 30 jours • Offre sponsorisée
Associate/Senior Associate, Private Equity (Real Estate)

Associate/Senior Associate, Private Equity (Real Estate)

Spira Equity Partners • saint-jérôme, qc, ca
Temps plein
Spira Equity Partners (“Spira”) is a real estate private equity firm focused on creating lasting social impact through investments in affordable multifamily housing.The firm manages multiple privat...Voir plus
Dernière mise à jour : il y a 4 heures • Offre sponsorisée • Nouvelle offre
Consolidation Accountant - Mercer International Inc.

Consolidation Accountant - Mercer International Inc.

Mercer International Inc. • saint-jérôme, qc, ca
Temporaire
We are a diversified global producer of forest products, bioproducts, and green electricity with operations in Canada, Germany and the United States.We have a consolidated annual production capacit...Voir plus
Dernière mise à jour : il y a 5 heures • Offre sponsorisée • Nouvelle offre
Associate Financial Advisor - Rosemère

Associate Financial Advisor - Rosemère

CIBC • Sainte-Thérèse, Canada
Temps plein
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...Voir plus
Dernière mise à jour : il y a 20 heures • Offre sponsorisée • Nouvelle offre
Investment (M&A) Manager - mirabel

Investment (M&A) Manager - mirabel

Valnet • mirabel, qc, ca
Temps plein
Investment Manager (Mergers & Acquisitions).Valnet is seeking a highly analytical and driven Investment Manager (M&A) to help run the acquisition lifecycle and to manage our internal investments.Th...Voir plus
Dernière mise à jour : il y a 5 heures • Offre sponsorisée • Nouvelle offre
Strategic Partnership Advisor - Spanish Required

Strategic Partnership Advisor - Spanish Required

Cuso International • Blainville, 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...Voir plus
Dernière mise à jour : il y a 2 jours • Offre sponsorisée
Finance Officer - American Iron & Metal International

Finance Officer - American Iron & Metal International

American Iron & Metal International • saint-jérôme, qc, ca
Temps plein
American Iron & Metal (AIM) is a Canada-based, family-owned company established in 1936 and recognized as one of the world’s most advanced metal recyclers.With a global presence spanning over 125 s...Voir plus
Dernière mise à jour : il y a 3 heures • Offre sponsorisée • Nouvelle offre
Associate/Senior Associate, Private Equity (Real Estate) - mirabel

Associate/Senior Associate, Private Equity (Real Estate) - mirabel

Spira Equity Partners • mirabel, qc, ca
Temps plein
Spira Equity Partners (“Spira”) is a real estate private equity firm focused on creating lasting social impact through investments in affordable multifamily housing.The firm manages multiple privat...Voir plus
Dernière mise à jour : il y a 4 heures • Offre sponsorisée • Nouvelle offre
Financial Security Advisor – Independent

Financial Security Advisor – Independent

Co-operators • Vaudreuil-Dorion, Montérégie, CA
Temps plein
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...Voir plus
Dernière mise à jour : il y a plus de 30 jours • Offre sponsorisée
Client-Focused Banking Advisor

Client-Focused Banking Advisor

CIBC • Blainville, QC, CA
Temps plein
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...Voir plus
Dernière mise à jour : il y a 17 jours • Offre sponsorisée
Client-Focused Banking Advisor: Growth & Licensing Path

Client-Focused Banking Advisor: Growth & Licensing Path

National Bank of Canada • Saint-Eustache
Temps plein
A leading financial institution in Canada is seeking a dedicated Banking Advisor to provide personalized financial solutions to clients.This varied role demands strong analytical skills and a commi...Voir plus
Dernière mise à jour : il y a 18 jours • Offre sponsorisée
Senior Fund Accountant – Retail Credit Funds

Senior Fund Accountant – Retail Credit Funds

Exceleris • saint-jérôme, QC, ca
Temps plein
We are seeking a Senior Fund Accountant to join our high-growth Finance organization.You will play a key role in scaling our global platform and delivering premium management services to our invest...Voir plus
Dernière mise à jour : il y a 2 heures • Offre sponsorisée • Nouvelle offre
Banking advisor

Banking advisor

National Bank • Blainville, Qc
Temps plein
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...Voir plus
Dernière mise à jour : il y a 1 jour • Offre sponsorisée
Business Development - Financial Security Advisor

Business Development - Financial Security Advisor

iA Financial Group (Industrial Alliance) • Saint-Eustache, QC, CA
Temps plein
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...Voir plus
Dernière mise à jour : il y a plus de 30 jours • Offre sponsorisée
Financial Planning Associate - GRK Wealth Management

Financial Planning Associate - GRK Wealth Management

GRK Wealth Management • mirabel, qc, ca
Temps plein
Description of Company and Role:.Good Redden Klosler is a fully integrated team of professional experts with extensive knowledge in accounting, advisory and wealth management services.We take pride...Voir plus
Dernière mise à jour : il y a 5 heures • Offre sponsorisée • Nouvelle offre