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Investment advisor Jobs in Saint-Eustache, QC

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Investment advisor • saint eustache qc

Last updated: 4 days ago

Personal Insurance Advisor – Customer Service

NexWavBlainville, QC, CA
Permanent +1

Financial Services | Management, Sales and Professional Positions | Permanent - Full-time.A role in personal insurance focused on customer service, without business development.Advisor / Assistant ... Show more

Human resources supervisor

Derichebourg Aéronautique CanadaBoisbriand, QC, Canada
Permanent

Experience: 2 years to less than 3 years.Vocational evaluation and training centre.Coordinate the activities of the HR department in order to ensure they meet the organization's goals.Plan and cont... Show more

Associate Advisor

Royal Bank of Canada>POINTE-CLAIRE, Canada
Full-time

RBC Dominion Securities is seeking an Associate Advisor to join a dynamic advisory team specialized in providing wealth management services to a sophisticated clientele.You will deepen client relat... Show more

Insurance Advisor, Home and Auto - Advice Centre (Bilingual)

0000055739 RBC Insurance Agency Ltd.BLAINVILLE, Quebec, Canada
Full-time

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... Show more

Personal Banker (Future Opportunities) - Montreal West

The Toronto-Dominion Bank (Canada)Kirkland, Québec
Full-time

Are you passionate about connecting personally with customers to assist them in achieving their financial goals? Do you love exploring and understanding investment options that best suit customers'... Show more

Business Development - Financial Security Advisor

Industrielle Alliance Groupe FinancierSaint-Eustache, QC, CA
Permanent

Become a successful entrepreneur?.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 ... Show more

Director, Program Delivery

DiabsolutPointe-Claire, Quebec, CA
Remote
Full-time +1

We are seeking an experienced and dynamic Director, Program Delivery to lead the successful execution of complex Salesforce and Certinia programs across multiple clients.This role requires a strate... Show more

Wealth Associate (Hybrid)

National BankKirkland, Quebec
Full-time +2

A career as an Associate in the Wealth Management team at National Bank, will give you the opportunity to show your ability to work in synergy with clients and colleagues.In this role, you will hel... Show more

 • Promoted

Client Advisor

0000050007 Royal Bank of CanadaROSEMÈRE, Quebec, Canada
Part-time

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 more

CRM and Data Management Advisor - Spanish Required

Cuso InternationalDollard-des-Ormeaux, 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.This placement is an opportunity to... Show more

 • Promoted

Organizational and Financial Strengthening Advisor, Industrial Sector - Spanish Required

Cuso InternationalDollard-des-Ormeaux, 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.Use your financial and strategic ex... Show more

 • Promoted

Service Coordinator- Kirkland

Randstad CanadaKirkland, Quebec, CA
Permanent
Quick Apply

Our client in Kirkland is looking for a Service Advisor for a very well known company in the retail industry.The Service Advisor is responsible for providing front line service and support to custo... Show more

CRM and Data Management Advisor - Spanish Required

Cuso InternationalBlainville, 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.This placement is an opportunity to... Show more

 • Promoted

Human Rights Policy Advisor - Renewable Energy - Spanish Required

Cuso InternationalBlainville, Quebec
Permanent

This Volunteer Placement is Located in:.Tegucigalpa, Francisco Morazán Department, Honduras.Private Spanish lessons can be arranged if necessary.Please submit a Spanish Resume and Statement of Inte... Show more

 • Promoted
Personal Insurance Advisor – Customer Service

Personal Insurance Advisor – Customer Service

NexWavBlainville, QC, CA
6 days ago
Job type
  • Permanent
  • Temporary
Job description

Financial Services | Management, Sales and Professional Positions | Permanent - Full-time

A role in personal insurance focused on customer service, without business development

Key Information

  • Job Title: Advisor / Assistant in Personal Insurance – Customer Service
  • Location: Blainville, Quebec, Canada
  • Job Type: Permanent - Full-time
  • Work Mode: Hybrid
  • Salary: Compensation: 7,500

Join a private organization in the financial services sector where expertise in personal insurance is primarily used to support and secure clients. The position is centered on consulting, coordinating underwriting, and regulatory rigor, in a structured environment. An opportunity to contribute concretely to the quality of client follow-up, from the beginning to the issuance of the contract.

Responsibilities — ensure complete, compliant, and smooth customer service

  • Assist clients in setting up and following up on their personal insurance protections.
  • Complete insurance proposals with clients and in collaboration with product specialists.
  • Coordinate underwriting requirements (medical exams, information requests) and organize the necessary steps.
  • Ensure follow-ups with insurers and clients to advance files efficiently.
  • Track files until the issuance of contracts and confirm key steps with stakeholders.
  • Process service requests (contract changes, beneficiaries, updates) accurately and diligently.
  • Maintain complete, rigorous, and compliant files with regulatory requirements.

Profile Sought — essential requirements and service approach

  • Hold a valid AMF certificate in personal insurance.
  • Have 3 years of experience in personal insurance.
  • Master the regulatory requirements applicable to the processing and follow-up of files.
  • Work easily in a team and collaborate with internal stakeholders.
  • Communicate professionally in a bilingual context.

Conditions — work environment and benefits offered

  • Offer a compensation of 7,500.
  • Hold a permanent full-time position.
  • Work in hybrid mode (the region).
  • Access to group insurance.
  • Benefit from a retirement savings plan with employer participation.

If you wish to focus your daily work on customer service, the quality of files, and compliance, this role deserves your attention. A great opportunity to leverage your expertise in a structured and collaborative environment.

Interested individuals can submit their application directly via this offer or send it by email to:

All applications will be treated confidentially.

Only candidates selected will be contacted.