Investment & Financing Advisor — Elevate Client Wealth

A leading financial services provider in Canada is seeking an experienced advisor in investment and financing. In this role, you will be responsible for attending to members’ needs, developing investment strategies, and managing client relationships. The ideal candidate has a college diploma and at least two years of relevant experience, with knowledge of...

Many opportunities are currently available in the Chaudière-Appalaches region. ? As an advisor, investment and financing, 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 financial health. You will be committed to providing excellent customer...

Many opportunities are currently available in the Chaudière-Appalaches region. ? As an advisor, investment and financing, 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 financial health. You will be committed to providing excellent customer...

Temporary position for 17 months 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...

Many opportunities are currently available in the Chaudière-Appalaches region. 📍As an advisor, investment and financing, 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 financial health. You will be committed to providing excellent customer...

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...

Poste temporaire d’une durée de 17 mois, remplacement de congé de maternité. Le mode de travail s’appliquant au poste est temps plein sur site À titre de conseiller(-ère) en finances personnelles, jeunesse à la Caisse Desjardins du Carrefour des lacs, vous êtes responsable de développer et de maintenir une relation d’affaires durable et...

A career as an Operations Agent at National Bank, you will capitalize on your ability to work in synergy with clients and your colleagues. In this role, you will support members of your team by carrying out administrative tasks in accordance with Bank policies, standards, and procedures. Your job: Warmly welcome clients to the branch and direct them to the...

À titre de conseiller(-ère) en finances personnelles à la Caisse Desjardins du Carrefour des lacs, vous êtes responsable de développer et de maintenir une relation d'affaires durable et empreinte de confiance avec les membres et clients dans le but d'assurer leur satisfaction. Votre rôle consiste à être à l'écoute des besoins des membres et...

As an Associate Advice Centre Manager, you’ll manage your Advice Centre and play a strategic role by guiding your team and helping each member achieve their objectives. With an approach focused on listening and daily coaching, you can help your team develop professionally while ensuring the Bank's vision is applied. You’ll be a driving force in the...