Client-Focused Personal Finance Advisor

Job Description 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...

Job Description 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...

Apply for the Personal Finance Advisor role at Desjardins. Responsibilities 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...

The work mode arrangement for the position is full-time on siteAs 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...

The work mode arrangement for the position is full-time on site.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...

A leading financial cooperative in Quebec is seeking a Personal Finance Advisor to develop and maintain relationships with clients. This role involves advising on financial strategies, managing client satisfaction, and requires a Bachelor's degree along with a mutual fund representative certificate. Proficiency in French is essential. Competitive salary and...

A leading financial cooperative in Quebec is seeking a Personal Finance Advisor to develop and maintain relationships with clients. This role involves advising on financial strategies, managing client satisfaction, and requires a Bachelor's degree along with a mutual fund representative certificate. Proficiency in French is essential. Competitive salary and...

A leading financial institution in Canada is seeking a Banking Advisor to provide personalized solutions for clients. In this full-time role, you'll use your analytical and advisory skills to meet the diverse financial needs of Personal and Small Business clients. The ideal candidate will have a college diploma and experience in client service. The position...

The work mode arrangement for the position is full-time on site.Several opportunities are currently available in the Saguenay-Lac-Saint-Jean region.Required:As an investment and financing advisor, you will be attentive to what our members and clients are saying to better understand and address each specific situation, with the objective of optimizing their...

The work mode arrangement for the position is full-time on site.Several opportunities are currently available in the Saguenay-Lac-Saint-Jean region.Required:As an investment and financing advisor, you will be attentive to what our members and clients are saying to better understand and address each specific situation, with the objective of optimizing their...