Personal Finance Advisor: Wealth Planning

A leading financial institution in Canada is seeking a Personal Finance Advisor to build lasting relationships with clients. The position requires advising clients on financial strategies and managing their needs. The ideal candidate has a college diploma, experience in financial services, and is bilingual in French. Expect competitive salary, benefits...

OverviewPersonal Finance Advisor at DesjardinsAs 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...

OverviewPersonal Finance Advisor at DesjardinsAs 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...

Personal Finance Advisor at Desjardins Join to apply for the Personal Finance Advisor role at Desjardins. Get AI-powered advice on this job and more exclusive features. Responsibilities Advise members and clients on the best strategies and work with them to identify expected results. Manage business relationships, assess member/client satisfaction and...

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...

A leading financial services organization in Quebec seeks a Personal Finance Advisor to build lasting relationships with clients and help them achieve their financial goals. You will provide tailored advice, manage business relationships, and stay informed on market trends. Ideal candidates have a Bachelor’s degree, relevant experience, and must be fluent...

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 financial...

Personal Finance Advisor page is loaded## Personal Finance Advisorremote type: The work arrangement for the position is hybrid worklocations: 1637, route 125 , Sainte-Juliennetime type: Full timeposted on: Posted 5 Days Agojob requisition id: R2514309As a personal finance advisor, you’re responsible for developing and maintaining lasting and...

Personal Finance Advisor page is loaded## Personal Finance Advisorremote type: The work arrangement for the position is hybrid worklocations: 1637, route 125 , Sainte-Juliennetime type: Full timeposted on: Posted 5 Days Agojob requisition id: R2514309As a personal finance advisor, you’re responsible for developing and maintaining lasting and...

Personal Finance Advisor page is loaded## Personal Finance Advisorremote type: The work arrangement for the position is hybrid worklocations: 1637, route 125 , Sainte-Juliennetime type: Full timeposted on: Posted 5 Days Agojob requisition id: R2514309As a personal finance advisor, you’re responsible for developing and maintaining lasting and...