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Finance consultant Jobs in Quebec City, QC

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Finance consultant • quebec city qc

Last updated: 2 days ago

Personal Finance Advisor

DesjardinsQuébec
Full-time +1

Temporary position for 12 months.As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure the...Show more

Equipment Finance Specialist

Royal Bank of Canada>QUÉBEC, Canada
Full-time

As part of a national sales force, you contribute to RBC’s success by acquiring and retaining new clients.You will be responsible for providing professional advice and solutions to meet clients’ ov...Show more

Cybersecurity Consultant

MaarutQuebec City, QC, ca
Full-time

Experience with embedded systems (aerospace or automotive).Knowledge of embedded security architecture principles (practical or theoretical).Understanding of telecom protocols/standards (a strong a...Show more

Product Consultant - Canada

PrismHRQuebec, QC, CA
Full-time
Quick Apply

Job Summary PrismHR creates exceptional software and services, empowering human resource outsourcing service providers such as Professional Employer Organizations (PEOs), Administrative Service Org...Show more

Consultant en mise en œuvre, Services professionnels / Implementation Consultant, Professional Services

Quadramed Affinity CorporationQuebec,Remote
Remote
Full-time

Develop and maintain robust and accurate end-to-end knowledge of processes and applicable procedures.Assist in the monitoring of project-related issues or escalations and build response strategies ...Show more

Personal Finance Advisor

Desjardins5115, avenue Royale Boischatel
Full-time

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...Show more

Equipment Finance Specialist

0000050007 Royal Bank of CanadaQUÉBEC, Quebec, Canada
Full-time

As part of a national sales force, you contribute to RBC’s success by acquiring and retaining new clients.You will be responsible for providing professional advice and solutions to meet clients’ ov...Show more

Consultant, Actuarial

Intact Financial CorporationQuébec, Quebec, CAN
Permanent

Being Canada’s largest leading provider of property and casualty insurance, there’s a lot happening behind the scene.Our Technology teams reshape the way we do business.Our Claims teams are constan...Show more

Technical Support Consultant

Lucas GroupQuebec, Quebec, Canada
Full-time

The Technical Support Specialist provides timely and effective technical assistance to customers and internal users by diagnosing, troubleshooting, and resolving software, hardware, and network-rel...Show more

Senior Relationship Manager, Commercial Automotive Finance - Montreal

ScotiabankQuebec, QC, CA
Full-time

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.The Senior Relationship Manager, Commercial is an automotive industry specialist in Dealer Fina...Show more

Technical Consultant

Luminys Systems CorporationQuébec, Québec, Canada
Full-time
Quick Apply

As a Technical Consultant, you would be responsible for working with the Regional Sales Managers in your territory to deliver product demonstrations, network with clients, help expand sales by prov...Show more

Finance Private Tutoring Jobs Lévis

SuperprofLévis, 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

 • Promoted

Actuarial Consultant

CIE_101 Beneva Inc.h, boul Laurier,Quebec
Full-time

Vous êtes reconnu(e) pour votre expertise en tarification et développement de produits d’épargne et d’investissements, vous faites preuve d’autonomie, d’un fort esprit d’équipe et vous appréciez év...Show more

Sales Consultant

Kia Val BelairQuébec, QC, Canada
Full-time

SALES CONSULTANT JOB AT CITY FOR KIA VAL BELAIR.Passenger Car Driver's License.Show more

Education Consultant - Inuktitut Curriculum Developer

Kativik IlisarniliriniqQuebec, Canada
Full-time

The lnuktitut Curriculum Developer (I.Assistant Director of the lnuktitut Language Team within the Education Services Department.The lnuktitut Curriculum Developer position primarily works on curri...Show more

 • Promoted

Brokerage Practices Evolution Consultant

CIE_106 Unica Insurance Inc.Quebec, Quebec
Full-time

Au sein de la Direction - Évolution des pratiques, à titre de.Conseiller(-ère) en évolution des pratiques - Courtage.Vous agirez à titre de responsable de produit, de responsable d’initiative ou d’...Show more

Directeur principal, Relations d'affaires - Clientèle commerciale Finance Automobile- Montreal

Banque ScotiaQuebec, QC, CA
Full-time

Joignez une équipe gagnante, engagée et axée sur les résultats qui évolue dans une culture inclusive et de haut rendement.Le directeur principal, Relations d’affaires – Clientèle commerciale est un...Show more

Tarificateur Consultant

Company 1 - The Manufacturers Life Insurance CompanyCAN, Quebec, Full Time Remote
Remote
Full-time

Do you strive to do your best within your team and thrive in a positive environment that fosters collaboration, innovation, and creativity? Are you curious and enjoy the challenge of solving proble...Show more

Bilingual Talent Acquisition Consultant

Canadian Tire Corporation, LimitedQuebec
Full-time

The Bilingual Talent Acquisition Consultant will be accountable to perform full cycle recruitment and deliver a best in class candidate experience.A wide degree of creativity, understanding of the ...Show more

Personal Finance Advisor

Personal Finance Advisor

DesjardinsQuébec
30+ days ago
Job type
  • Full-time
  • Temporary
Job description

Temporary position for 12 months

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

Trade Union (If applicable)

CAISSE DE L'ÉDUCATION (92204 / Conv_Col_00107) (2018-12-07 - )