Investment & Financing Advisor - Client Solutions Leader

A financial services company in Canada is seeking a full-time advisor in investment and financing. You will focus on understanding and addressing members' financial health by providing tailored financial solutions along with committed customer service. Responsibilities include meeting investment needs, managing client relationships, and staying informed on...

A prominent financial services firm in Saint-Michel-des-Saints is seeking an Advisor in Investment and Financing. The role involves addressing clients' financial health through personalized solutions and service. Your responsibilities include managing investment needs, developing strategies for financial products, and maintaining client relationships. The...

The work mode arrangement for the position is full-time on site. 📣 Many opportunities are currently available in the Lanaudière area. Required Attend to members’ investment and financing needs while ensuring quality service Developing strategies and offering investment, financing and insurance products. Manage business relationships, assess...

Join to apply for the Advisor, Investment and financing role at DesjardinsContinue with Google Continue with Google4 days ago Be among the first 25 applicantsJoin to apply for the Advisor, Investment and financing role at DesjardinsThe work mode arrangement for the position is full-time on siteSeveral opportunities are currently available in the ????...

Join or sign in to find your next jobJoin to apply for the Advisor, Investment and Financing role at Desjardins1 week ago Be among the first 25 applicantsJoin to apply for the Advisor, Investment and Financing role at DesjardinsGet AI-powered advice on this job and more exclusive features.The work mode arrangement for the position is full-time on...

A financial services institution is seeking an advisor in investment and financing in Quebec. The role requires excellent customer service skills and the ability to develop tailored financial solutions for clients. Candidates should hold a college diploma and have at least two years of relevant experience. Knowledge of French is essential, along with a valid...

A leading financial services firm in Canada is seeking an investment and financing advisor to optimize the financial health of members and clients. This role involves developing tailored financial solutions, managing client relationships, and maintaining knowledge of industry trends. The ideal candidate should have excellent customer service skills and a...

Job Summary Many opportunities are currently available in the Chaudière-Appalaches 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...

Many opportunities are currently available in the Chaudière-Appalaches region.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...

1 week ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. Many opportunities are currently available in the Chaudière-Appalaches region. 📍 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...