Current jobs related to Strategic Financial Education Advisor: Client Growth - Montreal West - Desjardins
-
Senior Advisor, Client Growth
2 days ago
Quebec / , Grande Allee West ( Hrs), Canada iA Financial Group Full timeJob DescriptionBuild the future with usAre you driven by the desire to create exceptional client experiences and want to contribute to the purpose of a company that strives to ensure its clients feel confident and secure about their future? As Senior Advisor, Client Growth, you will play a key role in coordinating and accelerating cross-selling initiatives...
-
Senior Advisor, Growth and Implementation
2 days ago
Montreal, Quebec, Canada iA Financial Group Full timeJob DescriptionBuild the future with usAre you driven by the desire to create exceptional client experiences and want to contribute to the purpose of a company that strives to ensure its clients feel confident and secure about their future? As Senior Advisor, Growth and Implementation, you will play a key role in coordinating and accelerating cross-selling...
-
Senior Personal Advisor: Strategic Client Growth
4 weeks ago
Montreal (administrative region), Canada Desjardins Group Full timeA leading financial cooperative in Montreal is seeking a Senior Personal Advisor to develop and maintain business relationships with clients. This role involves tailoring services according to client needs and advising on strategic initiatives. The ideal candidate has a Bachelor's degree, a minimum of six years of relevant experience, and is fluent in...
-
Montreal (administrative region), Canada Desjardins Group Full timeA leading financial cooperative in Montreal is seeking a Senior Personal Advisor to develop and maintain business relationships with clients. This role involves tailoring services according to client needs and advising on strategic initiatives. The ideal candidate has a Bachelor's degree, a minimum of six years of relevant experience, and is fluent in...
-
Senior Personal Advisor: Strategic Client Growth
2 weeks ago
Montreal (administrative region), Canada Desjardins Group Full timeA leading financial cooperative in Montreal is seeking a Senior Personal Advisor to develop and maintain business relationships with clients. This role involves tailoring services according to client needs and advising on strategic initiatives. The ideal candidate has a Bachelor's degree, a minimum of six years of relevant experience, and is fluent in...
-
Head of Client Success
2 weeks ago
Montreal (administrative region), Canada Manulife Financial Full timeA leading financial services provider in Montreal is seeking a dynamic leader to oversee a home-office-based team of financial advisors. The role entails developing strategies for enhanced client engagement and loyalty, along with team development and oversight. The ideal candidate will have significant experience in financial services and a proven ability...
-
Head of Client Success
2 weeks ago
Montreal (administrative region), Canada Manulife Financial Full timeA leading financial services provider in Montreal is seeking a dynamic leader to oversee a home-office-based team of financial advisors. The role entails developing strategies for enhanced client engagement and loyalty, along with team development and oversight. The ideal candidate will have significant experience in financial services and a proven ability...
-
SUN LIFE FINANCIAL ADVISOR
2 days ago
Montreal, Canada Sun Life Financial Full timeYou are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll...
-
Strategic Finance Governance
2 weeks ago
Montreal West, Canada Desjardins Full timeA leading financial institution in Montreal West is seeking a Senior Accounting Standards and Financial Governance Advisor. This role involves advising clients on strategic projects, managing financial governance policies, and representing the organization in decision-making. Candidates should have a bachelor's degree, a minimum of six years relevant...
-
Securities Advisor: Client Solutions
4 weeks ago
Montreal West, Canada Desjardins Full timeA leading financial institution in Montreal is seeking an Advisor for Securities to establish advisory relationships with clients. This entry-level role requires a college diploma, a minimum of two years of relevant experience, and knowledge of French. Responsibilities include advising clients on specialized products, analyzing data, and ensuring...
Strategic Financial Education Advisor: Client Growth
2 days ago
A financial services organization is seeking a Financial Education Advisor to enhance business development and client relationships. In this role, you will analyze member needs, create personalized solutions, and promote products through various channels. A Bachelor's degree and four years of relevant experience are required, as well as fluency in French. This position offers competitive compensation, a pension plan, and flexible vacation, fostering a diverse and inclusive work environment.
#J-18808-Ljbffr