Hybrid Personal Finance Advisor: Client Growth

A major financial cooperative in Canada is seeking a Personal Finance Advisor in Sherbrooke, Estrie. You will develop relationships with clients, providing guidance on financial strategies and investments, while managing their satisfaction and maintaining service quality. Candidates should hold a Bachelor's degree and have at least one year of relevant...

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...

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...

Personal Finance Advisor Responsibilities Advise members and clients on the best strategies and work with them to identify expected results. Manage business relationships, assess member/client satisfaction and service quality, follow up and identify areas for improvement. Stay up‑to‑date on the financial services industry, market trends and best...

A financial cooperative is seeking a Personal Finance Advisor in Sherbrooke, Canada. The role involves advising clients on financial strategies, managing relationships, and participating in community outreach. Qualified candidates should have a Bachelor's degree and relevant experience, along with a Mutual Fund Representative certificate and knowledge of...

Advisor, Investment and Financing page is loaded **Advisor, Investment and Financing**remote typeThe work arrangement for the position is full-time on-site work locationsSherbrookeCaisse Desjardins du Lac-MemphrémagogCaisse Desjardins des Verts-Sommets de l'EstrieCaisse Desjardins de Lac-Mégantic–Le GranitCaisse Desjardins des Deux-Rivières de...

Advisor, Investment and Financing page is loaded **Advisor, Investment and Financing**remote typeThe work arrangement for the position is full-time on-site work locationsSherbrookeCaisse Desjardins du Lac-MemphrémagogCaisse Desjardins des Verts-Sommets de l'EstrieCaisse Desjardins de Lac-Mégantic–Le GranitCaisse Desjardins des Deux-Rivières de...

A major financial institution in Sherbrooke is looking for an Advisor in Investment and Financing. In this role, you will focus on understanding clients' financial needs to provide tailored solutions, ensuring exceptional service. The position requires knowledge of investment strategies and dedication to client satisfaction. Candidates will benefit from...

A major financial institution in Sherbrooke is looking for an Advisor in Investment and Financing. In this role, you will focus on understanding clients' financial needs to provide tailored solutions, ensuring exceptional service. The position requires knowledge of investment strategies and dedication to client satisfaction. Candidates will benefit from...

Inspirational, innovative and entrepreneurial - this is how we describe our empowered teams. Combine your passion with purpose and join a culture that is thriving in the face of change. Make an impact with our Corporate Finance team as an Analyst. This diverse team of professionals maximizes our clients’ potential so they can seize opportunities as they...