Search jobs > Marieville, QC > Financial advisor

Financial advisor

Desjardins
Marie,Ville
$53.6K a year (estimated)
Full-time

You will be attentive to what our members and clients are saying to better understand and address each specific situation, with the objective of optimizing their financial health.

You will be committed to providing excellent customer service so as to offer the highest quality financial solutions tailored to their needs.

Main position in the caisse network :

Wealth Management Advisor. Meet the needs of members by developing strategies and offering investment, financing and insurance products.

More key positions and brief descriptions of opportunitie :

Advisory Agent - Member and Client Experience. Support members and clients by telling them about existing applications and technological tools that can help them do transactions and operations on their own.

Financial Services Agent. Work in collaboration with personal finance advisors and improve the service offered to members (administrative / sales / service).

Personal Financial Advisor. Attend to members’ investment and financing needs while ensuring quality service

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

What you bring to the table

Regardless of your experience or education, if you’ve always wanted to work in the financial services industry, send us your application.

Our recruiters will contact you to find the job best suited to your career goals.

The Desjardins Cooperative Institute (DCI) provides a unique opportunity to receive training for a career suited to your skills, goals and education.

Action oriented, Collaborates, Communicates effectively, Customer Focus, Innovation, Interpersonal Savvy

Curious to see your future colleagues in action?

MVT4

30+ days ago
Related jobs
Intact Financial Corporation
Saint-Hyacinthe, Quebec

Change Leadership Business Advisor. Support and mentor other business advisors as required. A financial rewards program that recognizes your success. ...

Sun Life
Brossard, Quebec

Enjoy financial independence and work life balance. As a Sun Life advisor, you’ll receive exceptional training and support to help build your business, competitive compensation, and ongoing recognition for your achievements. Deliver personalized, ongoing financial solutions to help clients work towa...

Scotiabank
Boucherville, Quebec

Be passionate about financial sales as well as delivering trusted financial advice to customers. Create financial plans, leveraging relevant financial planning tool modules and select advice based tools and resources. A license to sell mutual funds and working towards the CIFP Diploma in Financial P...

Royal Bank of Canada>
Saint-Hyacinthe, Quebec

As an accredited Life & Wealth Advisor (HLLQP/LLQP) you provide integrated life insurance planning and advice to your existing network of referrals and new RBC client acquisitions. Connect with clients through discovery to better understand their life events and offer comprehensive insurance and fin...

Financial Horizons
Remote, Canada
Remote

Provide exceptional advisor support to our network of independent advisors. Understand all aspects of advisor compensation at life insurance companies and a MGA and apply this knowledge to the job tasks as an Advisor Support analyst. Our company is DRIVEn (this is not a typo – it's part of our value...

0000050824 RBC Life Insurance Company
Canada,Quebec,HYACINTHE,SAINT

As an accredited Life & Wealth Advisor (HLLQP/LLQP) you provide integrated life insurance planning and advice to your existing network of referrals and new RBC client acquisitions. Connect with clients through discovery to better understand their life events and offer comprehensive insurance and fin...

Desjardins
Saint-Hyacinthe, Quebec

Our network of more than 200 financial security advisors working at different Desjardins caisses plays a key role in the industry. Act on business opportunities and present information to partners so that members and clients can reach their financial goals. No matter what your career path or formal ...

Scotiabank
Boucherville, Quebec

Be passionate about financial sales as well as delivering trusted financial advice to customers. Create financial plans, leveraging relevant financial planning tool modules and select advice based tools and resources. A license to sell mutual funds and working towards the CSI Diploma in Financial Pl...

Scotiabank
Brossard, Quebec

Be passionate about financial sales as well as delivering trusted financial advice to customers. Create financial plans, leveraging relevant financial planning tool modules and select advice based tools and resources. A license to sell mutual funds and working towards the CIFP Diploma in Financial P...

RBC
Canada

As an accredited Life & Wealth Advisor (HLLQP/LLQP) you provide integrated life insurance planning and advice to your existing network of referrals and new RBC client acquisitions. Connect with clients through discovery to better understand their life events and offer comprehensive insurance and fin...