Hybrid Personal Finance Advisor | Client Planning

A leading financial cooperative in Canada is seeking a Personal Finance Advisor to develop lasting client relationships and offer tailored financial advice. The successful candidate should have a bachelor's degree, relevant financial experience, and proficiency in French. This hybrid position includes competitive salary, bonuses, and generous benefits...

A leading financial cooperative in Canada is seeking a Personal Finance Advisor to develop lasting client relationships and offer tailored financial advice. The successful candidate should have a bachelor's degree, relevant financial experience, and proficiency in French. This hybrid position includes competitive salary, bonuses, and generous benefits...

A leading financial institution in Quebec seeks a Personal Finance Advisor to build lasting relationships with clients. The advisor will provide tailored financial strategies, manage client satisfaction, and contribute to community outreach. Candidates must have a Bachelor's degree and strong knowledge of the financial sector. This full-time role includes a...

A leading financial institution in Quebec seeks a Personal Finance Advisor to build lasting relationships with clients. The advisor will provide tailored financial strategies, manage client satisfaction, and contribute to community outreach. Candidates must have a Bachelor's degree and strong knowledge of the financial sector. This full-time role includes a...

Personal Finance Advisor – Desjardins Join to apply for the Personal Finance Advisor role at Desjardins. 1 day ago Be among the first 25 applicants Required 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...

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...

Desjardins Saint‑Ambroise‑de‑Kildare, Quebec, Canada Personal Finance Advisor Join 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. You...

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...

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...