Emplois financial advisor (Saint-Anselme, QC)
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10 offres
- Edward Jones3,7Télétravail à Canada
- De 75 100 $ à 123 900 $ par an
- Temps plein
- Proficiency with Microsoft Office, virtual meeting and financial planning software tools.
- Strong presentation and oral and written communication skills…
Administrateur/administratrice des services financiers
Plusieurs postes à pourvoirForces Armées Canadienne4,2Province de Québec- Permanent
- Fins de semaine au besoin
- Bilingue
Recrutement régulier- Administration des finances et prestation de services financiers.
- Soutien aux comptes créditeurs et comptes débiteurs.
- DesjardinsTravail hybride à Saint-Anselme, QCRépond généralement dans un délai de 5 jours
- Temps plein
·- Vous proposez et réalisez des offres liées au placement, au financement et à la protection, en mettant à profit votre aptitude à viser les résultats.
- Voir toutes les offres de type « Emplois Desjardins », « Saint-Anselme » ou Emplois Conseiller Financier (H/F) - Saint-Anselme, QC »
- Rechercher les salaires : Conseiller ou conseillère, Finances personnelles - Saint-Anselme, QC
- Consultez les questions fréquemment posées à propos de Desjardins
- National Bank of CanadaSainte-Marie, QCRépond généralement dans un délai de 4 jours
- Temps plein
Voir des emplois similaires de cet employeur·- Greet clients and answer questions.
- Help clients use our banking applications and ABMs.
- Listen to clients’ needs and resolve situations that may be complex.
- Afficher tout : Emplois National Bank of Canada - emplois Sainte-Marie
- Rechercher les salaires : Banking Advisor
- Consultez les questions fréquemment posées à propos de National Bank of Canada
- MRC de BellechasseTravail hybride à Saint-lazare-de-bellechasse, QC
- 21 $ de l’heure
- Temporaire +1
- Du Lundi au Vendredi
Voir des emplois similaires de cet employeurPostuler directementEmployerEmployeur actif il y a 3 jours·- Salaire horaire de 21$ de l’heure ;
- Contrat de16 semaines (5 mai 2025 au 22 août 2025) ;
- Opportunité de travailler sur un horaire 5/4, ce qui veut dire avoir…
- Voir toutes les offres de type « Emplois MRC de Bellechasse », « Saint-lazare-de-bellechasse » ou Emplois Agent D'inventaire (H/F) - Saint-lazare-de-bellechasse, QC »
- Rechercher les salaires : Agent(e) étudiant(e) d'inventaire du patrimoine immobilier - Saint-lazare-de-bellechasse, QC
- Royal Bank of CanadaTravail hybride à Lévis, QC
- Temps plein
·- Employee savings, profit-sharing, and pension options to help you grow your savings and plan for future financial security.
- Post-secondary degree or equivalent.
- Voir toutes les offres de type « Emplois Royal Bank of Canada », « Lévis » ou Emplois Financial Advisor - Lévis, QC »
- Rechercher les salaires : Financial Security Advisor, Insurance - Lévis, QC
- Consultez les questions fréquemment posées à propos de Royal Bank of Canada
- DesjardinsSaint-charles-de-bellechasse, QCRépond généralement dans un délai de 5 jours
- Temps plein
·- Vous élaborez des stratégies et proposez des offres liées au placement, au financement et à la protection, en mettant à profit votre aptitude à viser les…
- Voir toutes les offres de type « Emplois Desjardins », « Saint-charles-de-bellechasse » ou Emplois Conseiller en Gestion de Patrimoine (H/F) - Saint-charles-de-bellechasse, QC »
- Rechercher les salaires : Conseiller ou conseillère, Gestion de patrimoine
- Consultez les questions fréquemment posées à propos de Desjardins
- DesjardinsTravail hybride à Saint-Anselme, QCRépond généralement dans un délai de 5 jours
- Temps plein
·- 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…
- Voir toutes les offres de type « Emplois Desjardins », « Saint-Anselme » ou Emplois Financial Advisor - Saint-Anselme, QC »
- Rechercher les salaires : Personal Finance Advisor - Saint-Anselme, QC
- Consultez les questions fréquemment posées à propos de Desjardins
- Royal Bank of CanadaTravail hybride à Lévis, QC
- Temps plein
·- En plus de vos propres activités de sollicitation et de réseautage, vous êtes soutenu par des partenaires internes vous aident à approfondir vos relations avec…
- Voir toutes les offres de type « Emplois Royal Bank of Canada », « Lévis » ou Emplois Conseiller en Sécurité Financière (H/F) - Lévis, QC »
- Rechercher les salaires : Conseiller(ère) en sécurité financière, Assurances - Lévis, QC
- Consultez les questions fréquemment posées à propos de Royal Bank of Canada
- Groupe JAMP PharmaLévis, QC G6V 9G9Postuler directement·
- Régime d'assurance collective dès le jour 1 (prime payée à 100 % par l'employeur).
- Conseiller la direction sur les décisions financières stratégiques;
- Voir toutes les offres de type « Emplois Groupe JAMP Pharma », « Lévis » ou Emplois Apporteur d'affaires (H/F) - Lévis, QC »
- Rechercher les salaires : Partenaire d'affaires financier - Lévis, QC
- Consultez les questions fréquemment posées à propos de Groupe JAMP Pharma
Job Post Details
Planning Consultant
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Détails du poste
Salaire
- De 75 100 $ à 123 900 $ par an
Type de poste
- Temps plein
AvantagesExtraits de la description complète du poste
- Régimes de participation aux bénéfices
Description complète du poste
Your passion. Our purpose. This could be powerful.
Maybe the markets keep you up at night. Trusts are your forte. Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion, at Edward Jones it will have purpose. Your work is meaningful - because it has a singular focus: client relationships. What you do every day helps people achieve and protect their financial goals. Impacting lives for the better. And with our remarkable work-life flexibility, one of the lives it could enhance is yours.
Job Overview
Position Schedule: Full-Time
The Planning Wealth Consultant is part of our Client Consultation Group. In this role you will use a solid understanding of financial planning concepts and strategies along with a deep commitment to human centered wealth management to provide support to branch teams and their clients.
You will take a holistic approach, using all the planning tools available, to assist advisors in developing goals-based recommendations for clients with more complex needs. You will assist in answering goals-based questions and help simplify complex concepts and strategies to assist branch teams; or recognize when to direct those questions to other members of the team for more complex consultation.
You will participate in a high-performance team and contribute to continuous growth and creating a place of belonging.
At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. Visit our career site to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate.
Hiring Minimum: $75100
Hiring Maximum: $123900
Read More About Job Overview
Skills/Requirements
Required:
Desired:
Years of Relevant Experience:
Read More About Skills/Requirements
Awards & Accolades
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
Read More About Awards & Accolades
About Us
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report.
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
#LI-HO
Maybe the markets keep you up at night. Trusts are your forte. Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion, at Edward Jones it will have purpose. Your work is meaningful - because it has a singular focus: client relationships. What you do every day helps people achieve and protect their financial goals. Impacting lives for the better. And with our remarkable work-life flexibility, one of the lives it could enhance is yours.
Job Overview
Position Schedule: Full-Time
The Planning Wealth Consultant is part of our Client Consultation Group. In this role you will use a solid understanding of financial planning concepts and strategies along with a deep commitment to human centered wealth management to provide support to branch teams and their clients.
You will take a holistic approach, using all the planning tools available, to assist advisors in developing goals-based recommendations for clients with more complex needs. You will assist in answering goals-based questions and help simplify complex concepts and strategies to assist branch teams; or recognize when to direct those questions to other members of the team for more complex consultation.
You will participate in a high-performance team and contribute to continuous growth and creating a place of belonging.
At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. Visit our career site to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate.
Hiring Minimum: $75100
Hiring Maximum: $123900
Read More About Job Overview
Skills/Requirements
Required:
- Bachelor's degree preferably in Business, Finance or Accounting
- CFP designation (or equivalent)
- Investment and Insurance industry knowledge are also strong assets
Desired:
- Life insurance license would be a plus
- Other designations would be a plus (RRC, CEA, CEPA, TEP, CIM etc.)
- Other estate and/or tax courses would be desirable
- Strong understanding of the comprehensive financial planning process including retirement planning, cash flow planning, investment planning, tax planning, estate planning and protection planning
- Strong presentation and oral and written communication skills especially including the ability to present financial concepts or strategies in a manner that is easily understood
- Strong analytical, organizational, and time-management skills and the ability to work within a fast-paced environment.
- Proficiency with Microsoft Office, virtual meeting and financial planning software tools.
- The ability to work well and collaborate within a team environment.
- Previous experience with Salesforce is a plus.
- Previous experience with Conquest is a plus.
Years of Relevant Experience:
- 3+ years Financial Services Industry or Edward Jones experience required
Read More About Skills/Requirements
Awards & Accolades
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
Read More About Awards & Accolades
About Us
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report.
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
#LI-HO
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