Financial Services Advisor

vor 1 Monat


Genf, Genf, Schweiz Desjardins Vollzeit
Job Title: Personal Finance Advisor

As a Personal Finance Advisor at Desjardins, you will play a key role in helping our members and clients achieve their financial goals. Your expertise will be essential in developing and maintaining lasting business relationships, ensuring our clients are satisfied with our services.

Key Responsibilities:
  • Advise clients on financial strategies and work with them to identify expected results
  • Manage business relationships, assess client satisfaction, 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 Desjardins 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 providing predictable, stable income throughout retirement
  • Group insurance, including telemedicine
  • Reimbursement of health and wellness expenses and telework equipment
Requirements:
  • Bachelor's degree in a related field
  • A minimum of one year of relevant experience
  • Knowledge of French is required
  • Knowledge of current financial, economic, political, and legislative events
  • Understanding of the philosophy and fundamentals of financial services cooperatives
  • Policies, legislation, and standards related to products and services offered by Desjardins
  • Desjardins business processes
  • Service standards
  • Techniques used to assess and monitor individual financing applications

Drive results, Interpersonal Savvy

#LI-Hybrid

Trade Union

CAISSE DE MONT-JOLI-EST DE LA MITIS (T: 60004)

  • Genf, Genf, Schweiz Desjardins Vollzeit

    At Desjardins, we're seeking a highly skilled Financial Services Advisor to join our team. This role is perfect for individuals who are passionate about providing exceptional client service and driving business results.About the Role:We're looking for someone with excellent communication skills, who can build strong relationships with clients and provide...


  • Genf, Genf, Schweiz Freestar People AG Vollzeit

    Job Title: Senior Financial Advisor GreeceAbout the Role:We are seeking a highly experienced Senior Financial Advisor to join our team at Freestar People AG. As a Senior Financial Advisor, you will be responsible for managing and developing a private client portfolio consisting of high net worth and ultra-high net worth individuals from Greece and...

  • Tax Expert Advisor

    vor 1 Woche


    Genf, Genf, Schweiz Michael Page Vollzeit

    Job SummaryWe are seeking a highly skilled Tax Expert Advisor to join our team at Michael Page. This role is ideal for individuals with expertise in FATCA, CRS, and QI rules, as well as experience in the financial services industry.About the RoleThe Tax Expert Advisor will provide high-quality advice and support on FATCA, CRS, and QI rules, acting as a first...


  • Genf, Genf, Schweiz Independent Resourcing Consultancy Ltd Vollzeit

    The position of Financial Solutions Consultant at Independent Resourcing Consultancy Ltd is designed for a dynamic professional seeking to make a meaningful impact in the financial services sector. As a Financial Solutions Consultant, you will engage with clients across Switzerland, providing expert advice on lump sum investing, portfolio management,...


  • Genf, Genf, Schweiz Click and Connect Online Limited Vollzeit

    Financial Planner OpportunityClick and Connect Online Limited is seeking a skilled Financial Planner to join our team in Geneva, Switzerland.The ideal candidate will have a proven track record in an Advisory/Relationship Management role within the financial services sector, with a minimum qualification of a UK Level 4 Diploma or its international...


  • Genf, Genf, Schweiz Michael Page - Switzerland Vollzeit

    About Our ClientMichael Page Switzerland is recruiting a seasoned Tax Specialist to join our client, a reputable Swiss Private Bank.Job Description:The successful candidate will be responsible for providing high-quality advice and support on FATCA, CRS, and QI rules. This includes acting as the first point of contact for business queries, analyzing complex...


  • Genf, Genf, Schweiz Aequor Consulting GmbH Vollzeit

    Opportunity for a Strategic Finance AdvisorAquor Consulting GmbH, a leading audit and advisory firm in Switzerland, is seeking a highly skilled Strategic Finance Advisor to join their team. As a key member of the finance strategy and transformation team, you will be responsible for providing strategic and operational advice to clients.This exciting role...


  • Genf, Genf, Schweiz Click and Connect Online Limited Vollzeit

    Job Title: Wealth ManagerWe are seeking a skilled Wealth Manager to join our team at Independent Resourcing Consultancy Ltd. As a key member of our financial services team, you will be responsible for providing expert advice to clients on investment, wealth planning, and portfolio management.About the Role:Engage with clients to understand their financial...

  • Senior Wealth Advisor

    vor 1 Monat


    Genf, Genf, Schweiz Click and Connect Online Limited Vollzeit

    Role OverviewWe are seeking a highly skilled and experienced Private Wealth Manager to join our team in Switzerland. As a key member of our wealth management team, you will be responsible for providing comprehensive financial advice to expatriate clients, focusing on investment and pension transfers.Key Responsibilities:Provide expert financial advice to...


  • Genf, Genf, Schweiz Click and Connect Online Limited Vollzeit

    At Click and Connect Online Limited, we are seeking a highly skilled Financial Services Professional to join our team in Geneva, Switzerland. As a Financial Planner, you will engage with clients across Switzerland, providing expert advice on lump sum investing, portfolio management, retirement planning, and regular savings.The ideal candidate will have a...


  • Genf, Genf, Schweiz KPMG AG Vollzeit

    KPMG AG is a leading international team in the high-performing M&A consultancy sector, providing clear and consistent solutions in auditing and advisory services. We offer a range of generous benefits designed to help you thrive with us and benefit for life.Job DescriptionWe are seeking an experienced Strategic Transactions Advisor to join our Transaction...


  • Genf, Genf, Schweiz CAPCO Vollzeit

    About the RoleAs a Consultant Wealth and Asset Management at Capco, you will advise clients on the definition and development of business solutions, operating models, and implementation in the wealth and asset management industry.Your ResponsibilitiesEngage in all parts of projects, from planning, budgeting, deliverables definition, risk assessment, and...


  • Genf, Genf, Schweiz Independent Resourcing Consultancy Ltd Vollzeit

    We are seeking a talented Financial Planner to join our team at Click and Connect Online Limited in Geneva, Switzerland.Job Summary:The successful candidate will engage with clients across Switzerland, providing expert advice on lump sum investing, portfolio management, retirement planning, and regular savings. They will also advise clients on the Swiss...


  • Genf, Genf, Schweiz Click and Connect Online Limited Vollzeit

    Independent Resourcing Consultancy Ltd is seeking a highly skilled and experienced Financial Advisor to join its team in Switzerland.Estimated Salary: £120,000 - £180,000 per annum, depending on experience.Job OverviewThe selected candidate will be responsible for providing comprehensive financial advice to expatriate clients, focusing on investment and...


  • Genf, Genf, Schweiz MSC CRUISES Vollzeit

    About the RoleWe are seeking a highly motivated and organized Financial Services Associate to join our team at MSC Cruises. The successful candidate will play a key role in supporting the Finance Transformation Department with various activities related to S/4 HANA implementation, finance portal maintenance, and department budget controlling.Key...


  • Genf, Genf, Schweiz AP Group Ltd Vollzeit

    Grow Your Career in Private BankingAP Group Ltd is seeking a skilled Senior Client Advisor to join our team in the GCC region. As a trusted advisor to our clients, you will provide personalized financial solutions and expert guidance to help them achieve their investment goals.In this role, you will work closely with our clients to understand their needs and...

  • Senior Legal Advisor

    vor 4 Wochen


    Genf, Genf, Schweiz WIPO Vollzeit

    Job Title: Senior Legal AdvisorAbout the Role:The WIPO Arbitration and Mediation Center seeks a Senior Legal Advisor to join its team. As a key member of the IP Disputes Section, you will contribute to the administration of mediation, arbitration, and expert determination cases.Key Responsibilities:Contribute to the development and promotion of new...

  • Tax Advisor

    vor 1 Monat


    Genf, Genf, Schweiz Michael Page - Switzerland Vollzeit

    About Our ClientMichael Page - Switzerland is currently seeking a highly skilled Tax Advisor to join our client, a well-known Swiss Private Bank. As a key member of the Advisory Team, you will be responsible for providing expert advice and support on FATCA, CRS, and QI rules.Job DescriptionMain Responsibilities:Provide high-quality advice and support on...

  • Client Advisor

    vor 1 Monat


    Genf, Genf, Schweiz WIPO Vollzeit

    Job Title: Client AdvisorJob Summary:The Client Advisor will provide support to users in the Madrid Operations Team 5, specializing in providing personalized support to large clients, guiding them in the administration of their trademark portfolios.Key Responsibilities:Support various users to facilitate a high level of customer service, including analyzing...

  • Client Advisor Intern

    vor 4 Wochen


    Genf, Genf, Schweiz WIPO Vollzeit

    Job SummaryThe Client Advisor Intern will support various users to facilitate a high level of customer service, including analyzing needs and challenges, maintaining liaison, providing guidance and trainings as required.Main ResponsibilitiesProcess service requests including formality examination, classification examination and solving irregularities.Analyze...