Advisor, Investment and Financing

A leading financial services provider is seeking a Business Development - Financial Security Advisor in Canada, specifically in Montérégie. The successful candidate will focus on providing tailored financial solutions to improve clients' financial health and ensure excellent customer service. Responsibilities include managing investment and financing...

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...

Several opportunities are currently available in the greater Montérégie region.Role OverviewAs an advisor, investment and financing, you will be attentive to what our members and clients are saying to better understand and address each specific situation, with the objective of optimizing their financial health. You will be committed to providing excellent...

**Primary Locations**:Salaberry-de-Valleyfield, Quebec**: **Attendance**:On-site**: **Employee Status**:Regular**: **Schedule**:Part-time**: **Hours Number**:35**: As a Banking Advisor at the National Bank, you'll 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...

A financial services cooperative is seeking an entry-level advisor in investment and financing in Montérégie. As part of this full-time role, you will focus on enhancing members' financial health through personalized service and solution development. The position offers a competitive salary range of CA$90,000.00-CA$110,000.00 with benefits including...

Job DescriptionPlease note that successful candidates will be required to offer and maintain mobility between the branch locations listed in the "Job Available at Other Locations" section of this job posting. As part of RBC's commitment to providing exceptional client service and achieving its business objectives, the ability and willingness to travel or...

A leading financial services organization in Quebec is seeking an investment advisor to address members' investment and financing needs. The ideal candidate will demonstrate a commitment to excellent customer service and possess strong relationship management skills. Responsibilities include evaluating member satisfaction and proposing tailored financial...

Overview The work mode arrangement for the position is full-time on site. Several opportunities are currently available in the greater Capitale-Nationale region. Responsibilities Attend to members’ investment and financing needs while ensuring quality service Developing strategies and offering investment, financing and insurance products Manage business...

As an investment assistant, you play a hands-on role supporting the advisors by performing all the administrative and operational tasks involved in securities account management. You track client account transactions on a daily basis and resolve various administrative situations. You have to be proactive and think ahead. You have the leadership required to...

Join to apply for the Personal Finance Advisor role at Desjardins 4 days ago Be among the first 25 applicants 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. Your role is to listen to members’ and...