Client-Focused Personal Finance Advisor

A leading financial services organization is seeking a Personal Finance Advisor in Drummondville, Canada. The role involves providing personalized financial advice, managing client relationships, and staying informed on market trends. Candidates should have a college diploma, two years of relevant experience, and proficiency in French and English, along with...

Join to apply for the Personal Finance Advisor role at Desjardins. Required As a personal finance advisor, you provide tailored service to client needs, drive results, ensure satisfaction, and maintain relationships. Advise members and clients on the best strategies and work with them to identify expected results. Manage business relationships, assess...

As a personal finance 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...

As a personal finance 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...

Advisor, Investment and Financing page is loaded **Advisor, Investment and Financing****Advisor, Investment and Financing**remote typeThe work arrangement for the position is hybrid work locationsPlessisvilleNicoletVictoriavilleBécancourDrummondville time typeFull time posted onPosted Today job requisition idR2500869 Several opportunities...

Advisor, Investment and Financing page is loaded **Advisor, Investment and Financing****Advisor, Investment and Financing**remote typeThe work arrangement for the position is hybrid work locationsPlessisvilleNicoletVictoriavilleBécancourDrummondville time typeFull time posted onPosted Today job requisition idR2500869 Several opportunities...

Required As 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 customer service so as to offer the highest quality financial solutions tailored to...

A leading cooperative financial group in Canada is seeking an Advisor in Investment and Financing for hybrid work in Drummondville. This role involves optimizing clients' financial health through tailored financial solutions and managing client relationships. Candidates should be committed to excellent customer service and have a proactive approach to...

A leading cooperative financial group in Canada is seeking an Advisor in Investment and Financing for hybrid work in Drummondville. This role involves optimizing clients' financial health through tailored financial solutions and managing client relationships. Candidates should be committed to excellent customer service and have a proactive approach to...

A leading financial institution in Centre-du-Québec is seeking an advisor for investment and financing solutions. This role involves addressing members’ financial needs, offering tailored financial products, and ensuring high quality service. The ideal candidate will demonstrate strong customer service and relationship management skills. This position...