Onsite Personal Finance Advisor: Client Growth
4 weeks ago
A leading financial services firm in the Niagara Region is seeking a full-time personal finance advisor to develop lasting relationships with clients. The role requires advising members on financial strategies, assessing satisfaction, and representing the organization in the community. Bilingual communication skills in French and English are essential. The company offers a competitive salary and benefits including a defined benefit pension plan.
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Personal Finance Advisor
4 weeks ago
Welland, Canada Desjardins Full timeJoin to apply for the Personal Finance Advisor role at DesjardinsThe work mode arrangement for the position is full-time on site.RequiredAs 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’...
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Personal Finance Advisor
4 weeks ago
Welland, Canada Desjardins Group Full timeThe 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...
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Client-Driven Banking Advisor
4 weeks ago
Welland, Canada RBC Full timeA leading financial institution is seeking a Banking Advisor in Welland. This role involves engaging with clients to identify their banking needs and provide tailored financial solutions. The ideal candidate will have strong communication skills, a passion for client service, and a willingness to obtain Mutual Funds accreditation. The position offers a...
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Client-Driven Banking Advisor
4 weeks ago
Welland, Canada RBC Full timeA leading financial institution is seeking a Banking Advisor in Welland. This role involves engaging with clients to identify their banking needs and provide tailored financial solutions. The ideal candidate will have strong communication skills, a passion for client service, and a willingness to obtain Mutual Funds accreditation. The position offers a...
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Life & Financial Advisor
2 weeks ago
Welland, Canada Billyard Insurance Group Inc. Full timeBillyard Insurance Group (BIG) is a leader in the insurance industry, dedicated to building a culture that reflects our core values. At BIG, Think BIG by exceeding expectations and creating lasting value for our clients, industry, and communities. Act with Integrity by upholding honesty, transparency, and respect in everything we do. Our clients are at the...
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Life & Financial Advisor
4 weeks ago
Welland, Canada Billyard Insurance Group Inc. Full timeDirector of People & Culture | Hiring Insurance Industry All-Stars Billyard Insurance Group (BIG) is a leader in the insurance industry, dedicated to building a culture that reflects our core values. At BIG, we Think BIG by exceeding expectations and creating lasting value for our clients, industry, and communities. We Act with Integrity by upholding...
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Life & Financial Advisor
3 weeks ago
Welland, Canada Billyard Insurance Full timeBillyard Insurance Group (BIG) is a leader in the insurance industry, dedicated to building a culture that reflects our core values. At BIG, we Think BIG by exceeding expectations and creating lasting value for our clients, industry, and communities. We Act with Integrity by upholding honesty, transparency, and respect in everything we do. Our clients are at...
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Life & Financial Advisor
3 weeks ago
Welland, Canada Billyard Insurance Full timeBillyard Insurance Group (BIG) is a leader in the insurance industry, dedicated to building a culture that reflects our core values. At BIG, we Think BIG by exceeding expectations and creating lasting value for our clients, industry, and communities. We Act with Integrity by upholding honesty, transparency, and respect in everything we do. Our clients are at...
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Life & Financial Advisor
4 weeks ago
Welland, Canada Billyard Insurance Group Inc. Full timeDirector of People & Culture | Hiring Insurance Industry All-Stars Billyard Insurance Group (BIG) is a leader in the insurance industry, dedicated to building a culture that reflects our core values. At BIG, we Think BIG by exceeding expectations and creating lasting value for our clients, industry, and communities. We Act with Integrity by upholding...
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Banking Advisor
4 weeks ago
Welland, Canada RBC Full timeOverview Banking Advisor at RBC brings client‑focused sales expertise to achieve banking, credit, and investment needs. You serve as RBC ambassador, creating memorable client experiences that drive satisfaction and loyalty. Responsibilities Proactively engage with clients in all areas of the branch and community, uncovering banking needs, providing help...