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Investments Jobs in Saint-Laurent, QC

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Investments • saint laurent qc

Last updated: 4 days ago

Specialist in insurance and savings solutions (training provided)

HLC TALENTMontréal, QC, CA
Full-time

Make a difference in your clients' lives while developing your career.Are you passionate about human relations, consulting, and business development?.You want to help individuals and families achie... Show more

*Investment Advisor Services Team Lead (Investments)

Recrute ActionMontréal, QC, ca
CA$70,000.00 yearly
Full-time +1

Investment Advisor Services Team Lead (Investments).Drive the performance of a key financial services team: real-time management, KPI optimization, and SLA compliance within a major transformation ... Show more

Indigenous Bilingual Executive Assistant (EN/FR)

Spirit Omega IncMontreal, QC, CA
Full-time
Quick Apply

Spirit Omega Inc is a staffing and recruiting firm that connects candidates with opportunities across administrative, technical, industrial, and professional roles.Working within the banking indust... Show more

(Remote) IMPLEMENTATION CONSULTANT (BILINGUAL FR/EN) – HEALTHCARE / EHR

Quadramed Affinity CorporationMontreal, Quebec
CA$85,000.00 yearly
Remote
Full-time

Arc Health, a division of Harris, is seeking an Implementation Consultant (bilingual Fr/en) – Healthcare / EHR who is bilingual and will help deliver next-generation EHR solutions to healthcare org... Show more

Financial Services Consultant - Client Relationship Team

Sun LifeMontreal, Quebec
Full-time

Hybrid – 1 day per week in downtown Montreal or downtown Toronto offices.Make an Impact Where It Matters Most.At Sun Life, our clients are at the centre of everything we do.Financial Services Consu... Show more

Senior OMNI Marketing Manager

Yoplait Liberté CanadaMontréal, QC, CA
Full-time

Yoplait Liberté Canada is a proudly Canadian and Quebec-based company that brings together passionate teams around iconic brands known for their expertise and the quality of their products, loved b... Show more

Expert Banking Advisor

Royal Bank of Canada>DOLLARD-DES ORMEAUX, Canada
Full-time

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 more

Security Architect – SecDesign, Cloud Security & Architecture Governance

Astra North Infoteck Inc.Montreal, QC, ca
Full-time

Security Architect – SecDesign, Cloud Security & Architecture Governance.Assess and strengthen the security posture of enterprise technology ecosystems through security architecture assessments... Show more

Institutional Investments Sales Leader

CA007 Mercer (Canada) LimitedPlace Ville Marie,Montreal
CA$129,000.00 yearly
Full-time

We are seeking a talented individual to join our Institutional Investment Sales team at Mercer.This role will be based in Montreal.This is a hybrid role that has a requirement of working at least t... Show more

SENIOR ANALYST, PUBLIC MARKETS

TALINKO - Recrutement de CadresMontréal, QC, CA
Full-time +1

Investments are made primarily through.Founded in 2016, the firm has been growing steadily since its inception and stands out for its high-quality service.BRK Capital engages top talent in pursuing... Show more

Valnet | Investment Analyst - M&A

Valnet Inc.Montreal, QC, CA
Full-time
Quick Apply

Investment Analyst  Valnet is seeking a highly analytical and driven Investment Analyst to help run the acquisition lifecycle and to manage our internal investments.The ideal candidate must po... Show more

Senior Program Manager advising executive leadership on finance business and technology investment

S.i. SystemsMontreal
Full-time

Our consumer business client is seeking a S.Program Manager advising executive leadership on finance business and technology investment priorities, strategic planning, and transformation initiative... Show more

Media Experts - Coordinator, Investments

MediabrandsMontréal, Quebec, Canada
CA$85,000.00 yearly
Full-time

The Coordinator, Investments will work as part of an integrated media investment team.The role involves substantial interaction and collaboration with client account leads as well as team members i... Show more

Directeur(-trice) principal(e), Audit interne

PSP InvestmentsMontréal, Montréal Centre-Ville
Full-time

Nous sommes l’un des plus importants investisseurs pour des régimes de pensions au Canada, avec un actif net sous gestion de 299,7 milliards de dollars au 31 mars 2025.Nous investissons des fonds p... Show more

Senior Analyst, Real Estate Development

Fiera Real Estate Investments LimitedMontreal
Full-time

We invest in creating a culture of purpose that makes our people feel valued, cared for, seen, and heard.Our approach to employee experience is tailored to your needs and ambitions:.Your Inclusive ... Show more

Senior Director - Private Investments

PatrimonicaMontreal, QC, CA
Full-time +1

Located in Montreal, Patrimonica is a multi-Family Office that caters to wealthy individuals and families who are looking for a trusted team to oversee their entire financial situation.Patrimonica ... Show more

Senior Analyst, Finance & Administration (Assistant Controller level)

Fiera Comox Partners Inc.Montreal
Full-time

We invest in creating a culture of purpose that makes our people feel valued, cared for, seen, and heard.Our approach to employee experience is tailored to your needs and ambitions:.Your Inclusive ... Show more

Associate

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

RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada.We are proud of our collaborative, supportive culture that enables succe... Show more

Montreal - Incentives and Capital Investments - Senior Tax Staff - Financial

EYMontréal, Quebec, CA, H3A 0A8
Full-time

EY’s Business Tax Incentives team is part of our Global Compliance and Reporting practice and brings together a multidisciplinary group of tax, accounting, science and technology professionals.The ... Show more

Specialist in insurance and savings solutions (training provided)

Specialist in insurance and savings solutions (training provided)

HLC TALENTMontréal, QC, CA
28 days ago
Job type
  • Full-time
Job description

Make a difference in your clients' lives while developing your career

Are you passionate about human relations, consulting, and business development?

You want to help individuals and families achieve their goals by offering tailored solutions in personal insurance, investments, and retirement planning. We are looking for an Insurance and Savings Solutions Specialist to join our client's dynamic team and contribute to the growth of their/your client base. Your Role: As an Insurance and Savings Solutions Specialist, you will act as a trusted advisor to your clients, offering strategies tailored to their needs for protection, wealth accumulation, and financial planning. Responsibilities: Prospect, develop, and independently grow a new business portfolio through networking and referrals. Analyze the financial needs and short-, medium-, and long-term objectives of clients. clients
  • Recommend personalized solutions in life insurance, disability insurance, critical illness insurance, and savings
  • Support clients in planning their retirement and achieving their financial goals
  • Ensure rigorous follow-up and provide an exceptional client experience
  • Maintain up-to-date knowledge of products, financial markets, and regulations.

Desired Profile

  • Excellent interpersonal skills and a strong customer service orientation
  • Strong interest in financial services, insurance, and savings
  • Entrepreneurial spirit and results-oriented approach
  • Ability to develop and maintain trusting relationships
  • Autonomy, discipline, and organizational skills
  • Experience in sales, consulting, or business development (a (asset)

What We Offer

High Earning Potential

  • Attractive Commissions and Bonuses
  • Earnings That Grow Based on Your Business Development

Training and Support

  • Comprehensive Training Program
  • Personalized Coaching and Mentoring
  • Support in Obtaining Necessary Licenses and Certifications

Professional Development

  • Opportunities for Advancement into Management and Leadership Positions
  • Continuing Education and Professional Development
  • Skills Development in Sales, Finance, and Customer Relationship Management

Flexibility and Autonomy Flexible hours High degree of autonomy in managing your practice Opportunity to build a lasting client base and develop your own business network Tools and resources Access to a full range of insurance and savings solutions High-performance technological tools Administrative support and professional guidance Why choose us? We believe that success is based on talent development, ongoing support, and building lasting relationships with our clients. You will thrive in a stimulating environment where your professional ambitions can be fully realized. Ready to take on the challenge? Join a team that values excellence, entrepreneurship, and professional development. Apply today and contribute to the financial security and success of your future clients.