Political science • montreal est qc
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
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
The Project Manager is responsible for all aspects of project delivery, up to final closure, and ensures the approval of deliverables.They contribute to resource management to achieve the objective... Show more
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
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
CA-QC-LONGUEUIL-J01 ~ 1000 Blvd Marie-Victorin ~ J01 BLDG.Titre du poste : Directeur associé – Science de la donnée, Analytiques & IA.Pratt & Whitney Canada (P&WC) est un leader mondial de l’innova... Show more
CA-QC-LONGUEUIL-J01 ~ 1000 Blvd Marie-Victorin ~ J01 BLDG.Science des données et analytique avancée.À propos de Pratt&Whitney Canada.Pratt & Whitney Canada (P&WC) est un leader mondial de l’industr... Show more
At AECOM, we're delivering a better world.Whether improving your commute, keeping the lights on, providing access to clean water, or transforming skylines, our work helps people and communities thr... Show more
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
Titre / Title : Chef de projet applicative / Application Project Manager.Lieu / Location : Présence 5 jours/semaine à Longueuil / On-site 5 days per week in Longueuil.Durée / Duration : 12 mois ... Show more
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
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
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
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
CoreFactor is searching for a Bilingual (French/English) Specification Specialist on a contract basis for a client located in Montreal, Quebec.This position is hybrid and will require the successfu... Show more
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
#MVT4
