Selbstständige Ernährungsberatung für Hunde und Katzen bei Tierfutterhersteller ANIfit. Beratung zur Tierernährung und Unterstützung bei Futterumstellungen mit Lifetime - Provisionen.
About the role
- Wealth Management Advisor serving Desjardins members and business owners. Developing financial strategies and recommending investments, loans, and insurance solutions.
Responsibilities
- Develop and maintain lasting and trusting business relationships with members and clients
- Listen to members’ and clients’ needs and provide advice suited to their financial situation
- Help members and clients choose appropriate solutions to meet their financial goals
- Work closely with individual members and business owners
- Develop strategies and recommend investments, loans and insurance products
- Balance member/client satisfaction, business objectives, profitability and sound and prudent risk management
- Work with partners and experts to design integrated strategies
- Advise members and clients on the best strategies and identify expected results
- Manage business relationships and 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
- Participate in outreach activities and represent the caisse in the community
Requirements
- Bachelor's degree in a related field
- A minimum of one year of relevant experience
- Other combinations of qualifications and relevant experience may be considered
- Mutual fund representative certificate – Autorité des marchés financiers
- Knowledge of French is required
- Action oriented
- Customer Focus
- Differences
- Drive results
- Interpersonal Savvy
- Nimble learning
Benefits
- 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
- Benefits apply based on eligibility criteria.
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
Report this job
Found something wrong with the page? Please let us know by submitting a report below.
Aircraft powerplant advisor training and mentoring international military aviation teams. Supporting Resicum International’s U.S. Government Foreign Military Sales aviation programs worldwide.
Senior HSEQ Advisor supporting Sedgman’s complex mineral processing projects across North America. Strengthening HSEQ systems, risk management, audits and project delivery across the Americas.
Part - time remote Service Advisor using trade knowledge to scope homeowner jobs, explain pricing, and book Microworks technicians. Weekend schedule with growth toward full - time work.
Client Relationship Advisor promoting LiveHappy Initiative’s leadership and personal development programs. Building prospective - client relationships through digital marketing, conversations, and follow - up.
HS&E Advisor implementing health and safety programs across Ledcor’s heavy civil and mining projects. Conducting inspections, audits, training, and incident investigations at site - based locations.
Senior business strategy advisor developing business strategies and intelligence for Desjardins. Leading complex transformation initiatives and advising senior management across Montréal and Lévis.
Total compensation advisor developing salary structures, surveys, and benefits programs for Desjardins. Analyzing compensation data and advising stakeholders on HR solutions.
Catastrophic Claims Advisor guiding Ontario clients through complex accident benefits claims at Desjardins. Coordinating recovery, legal, medical, and rehabilitation stakeholders while negotiating fair claim resolutions.
Conseiller scientifique en pharmacovigilance chez Pharmascience, qui développe et fabrique des médicaments pour améliorer la santé des patients. Coordination de la détection des signaux, des plans de gestion des risques et des soumissions réglementaires.