Finance Advisor — Build Member Wealth

Join to apply for the Personal Finance Advisor role at Desjardins 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...

**Primary Locations**:Sorel-Tracy, Quebec**: **Attendance**:Hybrid**: **Employee Status**:Regular**: **Schedule**:Full-time**: Come live your ambitions as a member of the Wealth Management team at National Bank and work with us to create the most stimulating workplace in the country. Use your talents as a Wealth Management Assistant to help us improve...

A leading financial services organization in Montérégie is seeking a Personal Finance Advisor. You will develop relationships with clients, provide tailored financial advice, and drive results by recommending optimal financial solutions. The ideal candidate will possess a bachelor's degree, relevant experience, and a strong knowledge of the financial...

**Primary Locations**:Sorel-Tracy, Quebec**: **Attendance**:Hybrid**: **Employee Status**:Regular**: **Schedule**:Full-time**: Come live your ambitions as a member of the Wealth Management team at National Bank and work with us to create the most stimulating workplace in the country. Use your talents as a Wealth Management Partner to help us improve customer...

**Primary Locations**:Sorel-Tracy, Quebec**: **Attendance**:Hybrid**: **Employee Status**:Regular**: **Schedule**:Full-time**: Come live your ambitions as a member of the Wealth Management team at National Bank and work with us to create the most stimulating workplace in the country. Use your talents as a Wealth Management Partner to help us improve 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...

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 institution in Montérégie is looking for a Banking Advisor to provide a friendly, people-centric experience for clients. In this versatile role, you will help clients with their banking needs, offer transaction solutions, and ensure client satisfaction. Ideal candidates will have a college diploma, customer service experience, and a...

Youtube VideoA career as a Banking Advisor at National Bank is a versatile and varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues. You'll adopt a friendly approach, listen actively and offer a people-centric experience for branch clients.Your job:Greet clients and...

OverviewThe work mode arrangement for the position is full-time on site. Several opportunities are currently available in the Montérégie region.As an Advisor, Member and Client Experience, you improve the experience of members and customers by advising them on their banking transactions and promoting Desjardins products and services. You are also an...