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Financial analyst Jobs in Richelieu, QC

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Financial analyst • richelieu qc

Last updated: 4 days ago
  • Promoted
Financial Security Advisor

Financial Security Advisor

Co-operatorsSaint-Jean-sur-Richelieu, Montérégie, CA
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 services cooperative committed to bei...Show moreLast updated: 19 days ago
  • Promoted
Financing Analyst, Business

Financing Analyst, Business

DesjardinsSaint-Jean-sur-Richelieu, Montérégie, CA
Full-time
As a financing analyst, you contribute to analysis, guidance and prevention with regard to risk management operations and activities. You perform financial analysis of files for the non‑retail clien...Show moreLast updated: 4 days ago
  • Promoted
Hybrid Financial Solutions Advisor - Sales

Hybrid Financial Solutions Advisor - Sales

Fairstone BankBeloeil, QC, CA
Full-time
A leading financial service provider in Beloeil, Canada, is seeking individuals for the Loan Consultant position.This entry-level role involves actively promoting and selling loan and protection pr...Show moreLast updated: 7 days ago
  • Promoted
Financial Controller

Financial Controller

Fed Finance CanadaSaint-Bruno, Quebec, Canada
Permanent
Supervise and support the daily work of the accounting teamPrepare and analyze monthly, quarterly, and annual financial statements in accordance with applicable standardsConduct financial analyses ...Show moreLast updated: 30+ days ago
  • Promoted
Hybrid Senior Costing Engineer - Train Interiors & DTC

Hybrid Senior Costing Engineer - Train Interiors & DTC

ALSTOM GruppeSaint-Bruno, QC, CA
Full-time
A major transport solutions provider in Saint-Bruno, QC is seeking a Lead Costing Analyst to join their team.This full-time hybrid role involves applying costing expertise to optimize product devel...Show moreLast updated: 8 days ago
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HRIS Analyst – SAP SuccessFactors

HRIS Analyst – SAP SuccessFactors

MasterSaint-Bruno, QC, CA
Full-time
HRIS Analyst – SAP SuccessFactors.We are implementing SAP SuccessFactors and are looking for a passionate HRIS Analyst to support configuration, integration, and optimization of our new HR platform...Show moreLast updated: 7 days ago
Financial Advisor

Financial Advisor

Laurentian BankSaint-Bruno
Full-time
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: 30+ days ago
Pricing Analyst

Pricing Analyst

UAP Inc.Longueuil, Quebec, Canada
Full-time
The Heavy Vehicle Divisions Pricing and Gross Margin Management team is currently seeking a Pricing Analyst who will play a diversified role within the group. The incumbent will be responsible for m...Show moreLast updated: 7 days ago
  • Promoted
Market Analyst

Market Analyst

AlstomSaint-Bruno, QC, CA
Full-time
At Alstom, we understand transport networks and what moves people.From high-speed trains, metros, monorails, and trams, to turnkey systems, services, infrastructure, signalling and digital mobility...Show moreLast updated: 5 days ago
  • Promoted
Loan Advisor : Dynamic Financial Solutions

Loan Advisor : Dynamic Financial Solutions

FairstoneBeloeil, QC, CA
Full-time
A leading Canadian lending provider is seeking a Loan Consultant to actively promote and sell loan products.You will manage the sales process from application to closing, understand customer needs,...Show moreLast updated: 11 days ago
  • Promoted
Pricing Analyst

Pricing Analyst

UAP HVLongueuil, QC, Canada
Full-time
Be part of a community of authentic, proud and trusted people.Our Heavy Vehicle Parts Division is the country’s largest network. This division’s banners include Traction, TW and Cadel.Se...Show moreLast updated: 7 days ago
Residential Financial Specialist

Residential Financial Specialist

NBCSaint-Jean-Sur-Richelieu, Quebec
Full-time +2
Saint-Jean-Sur-Richelieu, Quebec.Advisory services, Mortgage products .A career at National Bank means having a direct impact on clients. As a Residential Financing Specialist, you’ll supp...Show moreLast updated: 30+ days ago
  • Promoted
Financial Security Advisor

Financial Security Advisor

Desjardins GroupChambly, Montérégie, CA
Full-time
Our network of more than 200 financial security advisors working at different Desjardins caisses plays a key role in the industry. We're currently expanding this great team and have many opportuniti...Show moreLast updated: 17 days ago
  • Promoted
Hybrid FP&A Analyst : Forecasting & Financial Analysis

Hybrid FP&A Analyst : Forecasting & Financial Analysis

ISAAC InstrumentsSaint-Bruno, QC, CA
Full-time
A leading technology company in Quebec is seeking a Senior Analyst in Financial Planning and Accounting.This hybrid role involves analyzing financial trends, preparing forecasts, and ensuring data ...Show moreLast updated: 30+ days ago
  • Promoted
Financial Analyst, NA

Financial Analyst, NA

Vantage Data CentersSaint-Bruno-de-Montarville, Montérégie, CA
Full-time
Vantage Data Centers powers, cools, protects and connects the technology of the world’s well-known hyperscalers, cloud providers and large enterprises. Developing and operating across North America,...Show moreLast updated: 20 days ago
Financial Analyst

Financial Analyst

BBA ConsultantsMont-Saint-Hilaire, QC, CA
Full-time
You’ll be supervised by the chief accountant and willperform a range of tasks for our Finance and Accounting department.Your responsibilities will include month-end processes, various monthly and q...Show moreLast updated: 30+ days ago
  • Promoted
Sr. Financial Advisor

Sr. Financial Advisor

Canadian Imperial Bank of CommerceBeloeil, QC, CA
Full-time
As a member of the Personal and Business Banking Team, you’ll manage and grow your dedicated client portfolio through key relationship management, creating comprehensive financial plans and providi...Show moreLast updated: 30+ days ago
  • Promoted
SUN LIFE FINANCIAL ADVISOR

SUN LIFE FINANCIAL ADVISOR

Sun Life FinancialRichelieu, QC, CA
Full-time +1
SUN LIFE FINANCIAL ADVISOR page is loaded## SUN LIFE FINANCIAL ADVISORlocations : St-Jean-Sur-Richelieu, Quebectime type : Full timeposted on : Posted 15 Days Agojob requisition id : JR00034462...Show moreLast updated: 30+ days ago
Financial Planner, Scotia Financial Planning - South Shore

Financial Planner, Scotia Financial Planning - South Shore

ScotiabankLongueuil, QC, CA
Full-time
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.Please note that Scotiabank offers various investment specialist opportunities.If you are inter...Show moreLast updated: 30+ days ago
People also ask
Financial Security Advisor

Financial Security Advisor

Co-operatorsSaint-Jean-sur-Richelieu, Montérégie, CA
19 days ago
Job type
  • Full-time
Job description

Join to apply for the Financial Independent Advisor role at Co-operators

Company : CGIC

Department : Retail Sales

Employment Type : Full-Time

Work Model : Remote

Language : Bilingualism in English and French is required.

Additional Information : This / these role(s) is / are currently vacant

The Opportunity

We are a leading Canadian financial services cooperative committed to being a catalyst for a sustainable and resilient society and our team is essential to deliver on this strategy. That’s why we prioritize our people, to ensure we provide a strong culture and development opportunities which enables our team to thrive and to live our purpose. The best part is that you will work with people that care passionately about you, our clients, and our communities.

As a Financial Independent Advisor at Co-operators, you will have the opportunity to make a real difference in the lives of individuals and families by helping them achieve their financial goals. Our advisors look at the entire picture; needs and lifestyle, short and long-term goals and provide holistic advice and tailored solutions. The Financial Independent Advisor will play a pivotal role in fostering strong client relationships, providing expert financial guidance, and driving business growth. If you’re a top sales performer who can deliver results while making a positive impact on your community, there’s an avenue for your success at Co-operators.

How You Will Create Impact

  • Acquiring comprehensive knowledge of the client’s financial situation to create goal-based investment and financial plans.
  • Advising clients on estate planning to meet their needs and goals, in collaboration with internal and external resources.
  • Providing quotes, upselling and / or cross-selling other products and conducting front-line risk assessment in accordance with underwriting guidelines.
  • Cultivating, developing and maintaining community relationships to enhance the branch’s visibility and maximize new business opportunities.

How You Will Succeed

  • You remain focused and optimistic in the pursuit of a goal, despite barriers, until the objective is achieved and allocate time and resources to effectively manage the sales portfolio.
  • You successfully build plans focused on expanding market penetration and apply an innovative mindset to improve operational efficiencies, with a client-centric lens.
  • You have strong communication skills to influence or persuade others to adopt a specific course of action and can effectively facilitate mutually beneficial solutions.
  • You facilitate the adoption of change and create a high-performance culture through alignment of your team’s work with organizational goals.
  • You use critical thinking to guide decision making and apply a strategic mindset to adjust business plans based on shifting priorities.

    • To Join Our Team

  • You are required to have a life insurance licence with the Autorité des marches financiers (AMF)
  • You have 2 to 3 years of experience in life insurance sales and business development
  • You have a college or university degree in a related field
  • This role involves direct contact with clients and / or service providers in their environment.
  • You have in-depth knowledge of life and wealth insurance products.
  • Having strong underwriting skills is an asset.
  • Proficiency in both English and French is essential to the main duties in this role, including servicing and communicating primarily with majority anglophone and francophone clients, groups, and teams. The essential non-French duties are not assignable to adjacent or other team members.

    • What You Need To Know

  • You will travel regularly.
  • You will be subject to a Background check as a condition of employment, in the event you are the successful candidate.

    • What’s in it for you?

  • Training and development opportunities to grow your career.
  • Opportunities to give back to your community.
  • A competitive compensation package and benefits program

    • Seniority level

  • Entry level

    • Employment type

  • Full-time

    • Job function

  • Finance and Sales

    • Referrals increase your chances of interviewing at Co-operators by 2x

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