Strategic Personal Advisor: Grow Relationships

A financial cooperative in Quebec is seeking an Advisor for Business Services to enhance the experience of business members and clients. In this role, you'll utilize your customer service skills to handle calls, understand client needs, and provide tailored solutions. The ideal candidate should have a high school diploma, experience in customer service and...

As a personal advisor, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients. You provide service tailored to client needs in accordance with current strategies and practices. You help develop and maintain business relationships with members and clients. You drive results by reviewing special requests...

Strategic Advisor, Insurance Sector Join Alithya as a Strategic Advisor in the Insurance Sector. Report to the Vice‑President, Insurance Sector and act as an insurance market expert on client assignments. Responsibilities Act as a strategic advisor to insurance industry clients as an industry expert in strategic mandates such as conducting diagnostics,...

Job Title Senior Strategic Risk Management Advisor Build the future with us Do you want to play a key role in the strategic direction of a rapidly evolving organization? Are you known for your ability to influence, mobilize, and demonstrate leadership in complex contexts? This position is a unique opportunity to actively contribute to managing the risks...

Job Title Senior Strategic Risk Management Advisor Build the future with us Do you want to play a key role in the strategic direction of a rapidly evolving organization? Are you known for your ability to influence, mobilize, and demonstrate leadership in complex contexts? This position is a unique opportunity to actively contribute to managing the risks that...

Job Title Senior Strategic Risk Management Advisor Build the future with us Do you want to play a key role in the strategic direction of a rapidly evolving organization? Are you known for your ability to influence, mobilize, and demonstrate leadership in complex contexts? This position is a unique opportunity to actively contribute to managing the risks that...

Personal Finance Advisor page is loaded## Personal Finance Advisorremote type: The work arrangement for the position is hybrid worklocations: Québectime type: Full timeposted on: Posted Yesterdayjob requisition id: R2600294As a Personal Finance Advisor at the, you’re responsible for developing and maintaining lasting and trusting business...

Personal Finance Advisor page is loaded## Personal Finance Advisorremote type: The work arrangement for the position is hybrid worklocations: Québectime type: Full timeposted on: Posted Yesterdayjob requisition id: R As a Personal Finance Advisor at the, you’re responsible for developing and maintaining lasting and trusting business relationships with...

Personal Finance Advisor page is loaded## Personal Finance Advisorremote type: The work arrangement for the position is hybrid worklocations: Québectime type: Full timeposted on: Posted Yesterdayjob requisition id: R2600294As a Personal Finance Advisor at the, you’re responsible for developing and maintaining lasting and trusting business...

Personal Advisor role at Desjardins . Responsibilities Establish an advisory relationship by identifying current and potential needs and supporting client retention. Advise members and clients on specialized products, services and solutions to ensure satisfaction; analyze and meet special client needs; handle requests and follow up as needed. Collect,...