Client Advisor: Tailored Solutions
3 weeks ago
A leading financial group is seeking a personal advisor in Montreal. You will serve and develop client relationships, advise on specialized products, and ensure client satisfaction. The ideal candidate has a college diploma, 2 years of relevant experience, and is fluent in French, English, and Spanish. The role offers competitive salary, bonuses, and extensive benefits including a pension plan and flexible vacation.
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Client Advisor: Tailored Solutions
3 weeks ago
Montreal, Canada Desjardins Group Full timeA leading financial group is seeking a personal advisor in Montreal. You will serve and develop client relationships, advise on specialized products, and ensure client satisfaction. The ideal candidate has a college diploma, 2 years of relevant experience, and is fluent in French, English, and Spanish. The role offers competitive salary, bonuses, and...
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Client Advisor: Tailored Solutions
4 weeks ago
Montreal, Canada Desjardins Group Full timeA leading financial group is seeking a personal advisor in Montreal. You will serve and develop client relationships, advise on specialized products, and ensure client satisfaction. The ideal candidate has a college diploma, 2 years of relevant experience, and is fluent in French, English, and Spanish. The role offers competitive salary, bonuses, and...
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Wealth Strategy Advisor for Affluent Clients
3 weeks ago
Montreal, Canada Desjardins Group Full timeA leading financial services cooperative is seeking a Wealth Management Advisor in Montreal, Canada. The advisor will build and maintain strong relationships with clients, providing tailored financial advice and solutions. Candidates must have a Bachelor's degree, relevant experience, and a mutual fund representative certificate. The role offers a...
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Wealth Strategy Advisor for Affluent Clients
2 weeks ago
Montreal, Canada Desjardins Group Full timeA leading financial services cooperative is seeking a Wealth Management Advisor in Montreal, Canada. The advisor will build and maintain strong relationships with clients, providing tailored financial advice and solutions. Candidates must have a Bachelor's degree, relevant experience, and a mutual fund representative certificate. The role offers a...
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Client-Focused Personal Finance Advisor
3 days ago
Montreal, Canada jobr.pro Full timeA leading financial services provider in Montreal seeks a Personal Finance Advisor to develop trusting relationships with clients and provide tailored financial solutions. Your role involves advising on investments, loans, and insurance, bringing expertise in risk management and customer satisfaction. Candidates must possess a Bachelor's degree, mutual fund...
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Wealth Advisor for HNW Clients — Training
4 weeks ago
Montreal, Canada TD Full timeA leading financial institution in Montreal is seeking Developing Investment Advisors to provide tailored wealth management and investment solutions for high-net-worth clients. This full-time position involves building client relationships, developing strategies, and recommending investment options. Candidates should have a degree in finance or a related...
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Wealth Advisor for HNW Clients — Training
3 weeks ago
Montreal, Canada TD Full timeA leading financial institution in Montreal is seeking Developing Investment Advisors to provide tailored wealth management and investment solutions for high-net-worth clients. This full-time position involves building client relationships, developing strategies, and recommending investment options. Candidates should have a degree in finance or a related...
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Banking Advisor: Personal
4 weeks ago
Montreal, Canada National Bank of Canada Full timeA leading financial institution in Montreal seeks a Banking Advisor to assist personal and small business clients. In this full-time role, you will address client needs, provide tailored financial solutions, and ensure compliance with guidelines. Ideal candidates have a college diploma, advisory experience, and bilingual abilities in English and French. The...
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Banking Advisor: Personal
4 weeks ago
Montreal, Canada National Bank of Canada Full timeA leading financial institution in Montreal seeks a Banking Advisor to assist personal and small business clients. In this full-time role, you will address client needs, provide tailored financial solutions, and ensure compliance with guidelines. Ideal candidates have a college diploma, advisory experience, and bilingual abilities in English and French. The...
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Banking Advisor
4 weeks ago
Montreal, Canada National Bank of Canada Full timeA leading financial institution in Montreal is seeking a Banking Advisor to provide personalized financial solutions and support to clients. This role involves understanding clients' needs, offering tailored advice, and ensuring compliance with banking regulations. Ideal candidates will have a college diploma and experience in advisory services, with a focus...