Client-Focused Personal Finance Advisor

A leading financial institution in Montérégie, Boucherville, is searching for a Personal Finance Advisor to establish lasting relationships with clients. The role involves advising clients on their financial needs, managing business relationships, and participating in community activities. Candidates should have a Bachelor's degree and knowledge of...

Desjardins - Personal Finance Advisor (Canada) Overview 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. You listen to members’ and clients’ needs, offer advice that fits their financial situation and help them choose...

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 financial...

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.As an advisor in 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...

Several opportunities are currently available in the greater Montérégie region.As an advisor in 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...

A leading financial institution in Boucherville, Canada is seeking a Banking Advisor to provide personalized service to clients. This full-time role involves advising clients on transactions, investments, and financing solutions. Candidates should hold a college diploma, have advisory experience, and speak French. The position offers numerous career...

Join to apply for the Banking advisor role at National Bank of Canada. Compensation: Between $49000 - $60700 per year. A career as a Banking Advisor at National Bank is a varied role that allows you to 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 approach and...

Attendance On-Site Job number 25590 Category Professional Status: Permanent Type of Contract Permanent Schedule: Full-Time  Full Time / Part Time? Full-Time Posting date 19-Mar-2025 $ 55200 $ 66900 Salary: $ 55200 - $ 66900 per year Location: Boucherville, Quebec City Boucherville Province/State Quebec Area(s) of interest: Advisory services, Personal...

Founded in 2001, Fed Finance specializes in temporary and permanent recruitment for accounting and finance professionals. Our consultants are all experts and speak your language. We are committed to supporting you throughout your job search and at every stage of your career. Hello, My name is Romane, and I am a Recruitment and Business Development Consultant...