Financial advisor Jobs in Granby, QC
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Financial advisor • granby qc
Last updated: 15 hours ago
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...Show moreLast updated: 16 days ago
Act as a subject matter expert in the branch for both customers and colleagues regarding all products, services, policies, and procedures of TD, especially regarding both personal banking and busin...Show moreLast updated: 30+ days ago
OverviewLanguagesEnglish or FrenchEducationBachelor's degreeor equivalent experienceExperience5 years or moreOn siteWork must be completed at the physical location.
There is no option to work remote...Show moreLast updated: 3 days ago
Experience : Experience an asset.On site : Work must be completed at the physical location.There is no option to work remotely.
Maternity and parental benefits.Transportation provided by employer.Show moreLast updated: 2 days ago
Remote Proprietary Trading Job at Maverick Trading.Maverick Trading, a 26-year old proprietary trading firm is looking to hire experienced and entry-level equity and equity and option traders.We ar...Show moreLast updated: 30+ days ago
A career as Financial Services Representative in Investments at National Bank is an opportunity to create a positive impact for our clients.
In this role, you’ll support Financial Planners in all th...Show moreLast updated: 21 days ago
Quickbooks is a mission-driven, global financial platform company that gives everyone the opportunity to prosper.With products like TurboTax, QuickBooks and Mint, we’re using technology to build so...Show moreLast updated: 30+ days ago
Work must be completed at the physical location.There is no option to work remotely.Use portfolio management software.Examine and analyze financial and investment information (profiles of companies...Show moreLast updated: 2 days ago
Founded in 2001, Fed Finance specializes in temporary and permanent recruitment for accounting and finance positions.Our consultants are all experts and speak your language.We are committed to supp...Show moreLast updated: 22 days ago
This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction.
Specifically, you help clients with their everyday banking, ...Show moreLast updated: 2 days ago![Préventionniste en Environnement, Santé et Sécurité (ESS) – Secteur Manufacturier / Environmenta[...]](https://cdn-logos.talent.com/v1/logo/image?feedcode=jvers-jobboards-ca&company_name=Ermco)
Français : Transformateurs Pioneer fait partie du groupe ERMCO, un chef de file nord-américain reconnu comme le partenaire le plus apprécié de l’industrie dans la fabrication de transformateurs et d...Show moreLast updated: 2 days ago
A leading financial institution in Granby, Canada, is seeking a Financial Services Representative in Investments.This role involves supporting financial planners in investment transactions, optimiz...Show moreLast updated: 15 hours ago
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...Show moreLast updated: 6 days ago
A leading financial institution in Canada is seeking a Specialized Financing and Banking Solutions Advisor to develop personalized strategies for affluent clients.
The role involves offering expert ...Show moreLast updated: 15 hours ago
Our client is searching for a Leisure Travel Advisor with strong GDS skills (preferably Sabre).This can be an in-office role or hybrid.
For hybrid the successful candidate must be living within abou...Show moreLast updated: 30+ days ago
Work must be completed at the physical location.There is no option to work remotely.Analyze clients' financial records.Ensure accuracy and compliance to accounting standards, procedures and interna...Show moreLast updated: 2 days ago
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...Show moreLast updated: 6 days ago
Advisory services, Personal banking.A career as Financial Services Representative in Investments at National Bank is an opportunity to create a positive impact for our clients.In this role, you’ll ...Show moreLast updated: 2 days ago
Medavie is a national health solutions partner that integrates benefits management, health management and health care delivery.
Together, with our team of more than 7,700 professionals, we are commi...Show moreLast updated: 30+ days ago
Advisor, Retail Services (Granby)
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Advisor, Retail Services (Granby)
Laurentian BankGranby, Quebec, Canada16 days ago
Job type
- Full-time
Job descriptionEducation : 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. 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.
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
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 :
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.