Client-Focused Wealth Advisor Position

Drive financial success as a Wealth Management Advisor with Desjardins, where you'll create sustainable partnerships with members. Use your expertise to guide clients in achieving their financial aspirations within a hybrid format.This role involves developing relationships with individual members and business owners, assessing financial needs, and offering...

Desjardins is seeking a Personal Finance Advisor to build lasting relationships with members and clients. You will listen to needs, offer tailored financial advice, and help choose investments, loans, and insurance solutions. You’ll balance client satisfaction with business objectives and prudent risk management. The role involves working with a client...

Desjardins is seeking a Personal Finance Advisor to build lasting relationships with members and clients. You will listen to needs, offer tailored financial advice, and help choose investments, loans, and insurance solutions. You'll balance client satisfaction with business objectives and prudent risk management.The role involves working with a client base...

National Bank of Canada seeks a Private Wealth Advisor to grow wealth for Montreal-area clients through internal and external partners. You'll increase assets under management by offering tailored wealth advisory services and constructing integrated financial plans.With a focus on exceptional service and frequent client contact, you will monitor portfolios...

RequiredAs a wealth management advisor, you're responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they're satisfied. 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 their...

Required As a wealth management advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. 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...

A career as a Private Wealth Advisor in the Commercial & Private Banking 1859 team means acting as a preferred financial specialist for wealthy clients. This job allows you to have a positive impact on our organization, thanks to your skills in providing exceptional customer service, your ability to build strong trusting relationships and your knowledge of...

Shape your future in finance as a Wealth Management Advisor, focusing on building relationships with a distinguished clientele. Provide expert solutions that meet their needs and financial aspirations.As a Client Relationship Manager, you will connect with affluent members, helping them navigate their financial circumstances. Your focus will be on assessing...

As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. 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 their...