12 meilleures offres (tax advisor, quebec city, qc) (à pourvoir)

Wealth Management Advisor
Desjardins —Ville de Québec, QC
- Temps plein
- Travail hybride
- Baccalauréat
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Superviseur comptabilité aux membres - Uniprix & Proxim
McKesson —Ville de Québec, QC
- De 70 700 $ à 117 800 $ par an
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- Bilingue
- Expérience en gestion
- Service à la clientèle
il y a 9 jours
Temp Senior Workday Analyst - Canada
Weight Watchers —Ville de Québec, QC
- De 110 000 $ à 120 000 $ par an
- Temps plein
- Travail hybride
- Esprit d'analyse
- Baccalauréat
- Diplôme universitaire non requis
Postuler rapidement
Vice-President, Professional Services
iA Groupe financier / iA Financial Group —Ville de Québec, QC
- Travail hybride
- Bilingue
- Marketing
- Anglais
Underwriting Consultant, Large Cases
iA Groupe financier / iA Financial Group —Ville de Québec, QC
- Bilingue
- Vente
- Anglais
IT Support Technician
MNP —Ville de Québec, QC
- Sur appel
- Bilingue
- Service à la clientèle
- Anglais
Bilingual Sr Regional Sales Consultant- Individual Life Wholesaler
Co-operators Life Insurance Company —Ville de Québec, QC
- De 79 954 $ à 133 257 $ par an
- Fins de semaine au besoin
- Bilingue
- Vente
- Anglais
- Assurance Invalidité
- Assurance Dentaire
Postuler rapidement
Senior Director, Financial and Actuarial Services, U.S. Life Insurance
iA Groupe financier / iA Financial Group —Ville de Québec, QC
- Anglais
- Finance
- Maîtrise
- Plan d'actionnariat des employés
- Programme d'Aide aux Employés
il y a 6 jours
Financial Controller & Business Partner
Eddyfi Technologies —Ville de Québec, QC
- Temps plein
- Travail hybride
- Bilingue
- Microsoft Excel
- Systèmes PGI
Postuler rapidement
Financial Controller
Eddyfi Technologies —Ville de Québec, QC
- Temps plein
- Travail hybride
- Bilingue
- Microsoft Excel
- Systèmes PGI
Postuler rapidement
Plant Controller
Haemonetics Corp. —Ville de Québec, QC
- Temps plein
- Bilingue
- Oracle
- Anglais
Senior Consultant, Transaction Services
KPMG —Ville de Québec, QC
- Temps plein
- Bilingue
- Microsoft Excel
- Anglais
- Congés payés

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Je souhaite recevoir la dernière alerte emploi pour les postes de ce type : tax advisor (quebec city, qc)

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Wealth Management Advisor

Desjardins -
Ville de Québec, QC

Postuler dès maintenant

Détails du poste

Temps plein

Profil recherché

Français
Baccalauréat
Affaires

Description complète du poste

As a wealth management advisor at Caisse Desjardins de Sainte-Foy, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. You 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 and make their projects happen. You work closely with mass-affluent individuals, businesses and business owners across all life stages. Your client base has high business development potential. Interpersonal savvy is therefore essential. You prepare comprehensive financial plans, targeted investment and financing strategies and insurance offers for your clients. You serve as a resource person for savings and investments, financial planning, portfolio diversification, intergenerational transfers and tax strategies. You also serve as a resource person for your team at the caisse. You use your expertise to support the financial empowerment of members and clients and to balance member/client satisfaction, business objectives, profitability and sound and prudent risk management. You promote digital solutions and help members and clients start using them. As needed, you carry out financial transactions for members and clients. You also listen to their needs and present self-serve solutions for their future transactions. You work with partners and specialists to design integrated strategies that meet the needs of members and clients. You identify business opportunities and direct members and clients to your colleagues or to other entities for their specialized or day-to-day needs. More specifically, you will be required to:

Advise members and clients on the best strategies and determine target outcomes
Manage business relationships, assess member/client satisfaction and service quality, follow up and identify areas for improvement
Stay on top of financial services industry news, market trends and best practices in your field so you can identify business development opportunities
Participate in outreach activities and be present in the community
Conduct onsite visits of the businesses you serve.

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
Benefits apply based on eligibility criteria.

#LI-Hybrid

What you bring to the table

Bachelor's degree in a related field
A minimum of four years of relevant experience
Please note that other combinations of qualifications and relevant experience may be considered
Financial planning and Mutual fund representative certificate – Autorité des marchés financiers
Knowledge of French is required

Drive results, Interpersonal Savvy

Trade Union (If applicable)

At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should reflect the diversity of the members, clients and communities we serve.

If there's something we can do to help make the recruitment process or the job you're applying for more accessible, let us know. We can provide accommodations at any stage in the recruitment process. Just ask!

Job Family

Member/client sales and service (FG)

Unposting Date

2026-07-12

Postuler dès maintenant

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Je souhaite recevoir la dernière alerte emploi pour les postes de ce type : tax advisor (quebec city, qc)

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