Client-Focused Personal Finance Advisor | Investments

3 weeks ago


Farnham, Canada Desjardins Full time

A financial services institution in Farnham, Quebec, is seeking a Personal Finance Advisor to develop and maintain trusting relationships with clients. The successful candidate will advise clients on financial strategies, manage business relationships, and ensure client satisfaction. A Bachelor's degree and a year of experience are required, along with a mutual fund certificate and knowledge of French. Competitive salary and benefits including flexible vacation and a pension plan are offered.
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