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Notre cabinet de services financiers offre un accompagnement à chaque étape clé du parcours entrepreneurial et de vie de ses Clients. Notre équipe en planification financière, fiscalité et solutions d'affaires est aux côtés de ses Clients pour structurer, faire évoluer et protéger ce qu'ils bâtissent. Elle offre des services en accompagnement à la création et structuration d'entreprise, en stratégie d'affaires et d'évolution, en repreneuriat et transmission, en planification financière et retraite, ainsi qu' assurances et gestion de patrimoine.

Description de l’offre d’emploi

Offrir une expérience exceptionnelle aux Clients actuels et potentiels. Aider au bon fonctionnement, à l’efficacité et à la conformité du bureau. Épauler les autres membres de l’équipe dans leurs tâches administratives. Participer à la création d’initiatives renforçant notre mission.

Responsabilités

Fixer les rendez-vous et gérer les appels de suivi auprès des Clients.

Offrir des services de gestion administrative rapides et personnalisés à la clientèle.

Accueillir les visiteurs au bureau et leur offrir une expérience Client optimale.

Gérer les aspects administratifs du bureau de manière consciencieuse et fiable pour assurer la conformité et la maintenir.

Gérer le travail de bureau comme le classement, les entrées dans les logiciels, la production de rapports ainsi que l’organisation des réunions et la préparation des présentations.

Gérer la charge de travail du conseiller (préparation en vue des rencontres avec les Clients, événements, tâches, suivis, etc.).

Aider les conseillers à créer des occasions d’affaires.

Effectuer toutes autres tâches connexes reliées à la fonction.

Aptitudes et compétences requises

Grande discrétion et respect de la confidentialité. Minutie, rigueur et exactitude. Aptitudes pour l’établissement des priorités. Excellentes habiletés informatiques. Approche aimable et proactive centrée sur le Client. Approche axée sur l’action – proactivité et esprit d’initiative. Grande intégrité et loyauté.

Langues

Français parlé et écrit - Élevé

Formations

Diplôme d’études secondaires (DES)

ExpérienceAucune expérienceTravailleuses et travailleurs expérimentésCette offre d'emploi provient d'un employeur disposé à embaucher des travailleurs expérimentés. Pour plus d'information : Travailleurs expérimentés sur le marché du travail | Gouvernement du Québec (quebec.ca) ","lang","adjoint-administratifadjointe-administrative","apply_external_link","https://www.quebecemploi.gouv.qc.ca/plateforme-emploi/poste/529184?utm_source=direct&source=direct","text_description","Description de l'entrepriseNotre cabinet de services financiers offre un accompagnement à chaque étape clé du parcours entrepreneurial et de vie de ses Clients. Notre équipe en planification financière, fiscalité et solutions d'affaires est aux côtés de ses Clients pour structurer, faire évoluer et protéger ce qu'ils bâtissent. Elle offre des services en accompagnement à la création et structuration d'entreprise, en stratégie d'affaires et d'évolution, en repreneuriat et transmission, en planification financière et retraite, ainsi qu' assurances et gestion de patrimoine. Description de l’offre d’emploiOffrir une expérience exceptionnelle aux Clients actuels et potentiels. Aider au bon fonctionnement, à l’efficacité et à la conformité du bureau. Épauler les autres membres de l’équipe dans leurs tâches administratives. Participer à la création d’initiatives renforçant notre mission.Responsabilités Fixer les rendez-vous et gérer les appels de suivi auprès des Clients.Offrir des services de gestion administrative rapides et personnalisés à la clientèle. Accueillir les visiteurs au bureau et leur offrir une expérience Client optimale.Gérer les aspects administratifs du bureau de manière consciencieuse et fiable pour assurer la conformité et la maintenir.Gérer le travail de bureau comme le classement, les entrées dans les logiciels, la production de rapports ainsi que l’organisation des réunions et la préparation des présentations.Gérer la charge de travail du conseiller (préparation en vue des rencontres avec les Clients, événements, tâches, suivis, etc.).Aider les conseillers à créer des occasions d’affaires.Effectuer toutes autres tâches connexes reliées à la fonction.Aptitudes et compétences requisesGrande discrétion et respect de la confidentialité. Minutie, rigueur et exactitude. Aptitudes pour l’établissement des priorités. Excellentes habiletés informatiques. Approche aimable et proactive centrée sur le Client. Approche axée sur l’action – proactivité et esprit d’initiative. Grande intégrité et loyauté.LanguesFrançais parlé et écrit - ÉlevéFormationsDiplôme d’études secondaires (DES)ExpérienceAucune expérienceTravailleuses et travailleurs expérimentésCette offre d'emploi provient d'un employeur disposé à embaucher des travailleurs expérimentés. Pour plus d'information : Travailleurs expérimentés sur le marché du travail | Gouvernement du Québec (quebec.ca)",{"_203":204,"_205":206,"_207":-5,"_208":304,"_231":-5,"_232":-5,"_233":-5,"_234":-5,"_235":-5,"_236":-5,"_237":-5,"_238":-5,"_239":-5,"_240":-5,"_241":-5,"_242":-5,"_243":-5,"_244":245,"_246":-5,"_247":-5,"_248":-5,"_249":-5,"_250":-5,"_251":-5,"_252":-5,"_253":254},{"_210":211,"_212":213,"_214":215,"_216":217,"_218":219,"_220":221,"_222":223,"_224":-5,"_225":226,"_227":228,"_229":221,"_230":219},"attributes",[307,317,325],{"_203":271,"_308":309,"_310":311,"_244":314},"type","category","label",{"_6":312,"_261":313},"Administrative / Clerk","Administration / Bureautique / Clérical",{"_6":315,"_261":316},"administrative-clerk","administration-bureautique-clerical",{"_203":318,"_308":319,"_310":320,"_244":322},38,"schedule",{"_6":321,"_261":321},"Permanent",{"_6":323,"_261":324},"permanent-en","permanent",{"_203":326,"_308":319,"_310":327,"_244":330},41,{"_6":328,"_261":329},"Full time","Temps plein",{"_6":331,"_261":332},"full-time","temps-plein","created_at","2026-04-30T09:32:28.000000Z","published_at","2026-04-30 09:32:28","is_published","is_open","timeago","1 month ago","content","attributesByType",{"_309":344,"_319":345},[307],[317,325],"total","categories",[349],{"_203":271,"_310":312},"cities",[215],"schedules",[354,355],{"_203":318,"_310":321},{"_203":326,"_310":328},"langSwitchUrl","https://carrieres.jobsmedia.ca/34670/dufour-solutions-financieres-inc/emplois","actionData","errors"]

Open Positions (1)

Administrative / Clerk

Don't see the right role?