Investment & Financing Advisor - Client Solutions Leader
5 days ago
A leading financial services provider in Quebec seeks a full-time investment advisor to optimize clients' financial health by addressing their investment and financing needs. Responsibilities include developing tailored financial solutions, managing business relationships, and staying informed on industry trends. The role offers a competitive salary, annual bonus, and generous benefits including flexible vacation and a pension plan. This is an excellent opportunity for individuals passionate about customer service in the financial sector.
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Personal Finance Advisor
2 weeks ago
Berthierville, Canada Desjardins Full timeAs 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...
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Personal Finance Advisor
6 days ago
Berthierville, Canada Desjardins Full timeAs 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...
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Expert Banking Advisor
7 days ago
Berthierville, Canada Royal Bank of Canada> Full timeJob DescriptionPlease note that successful candidates will be required to offer and maintain mobility between the branch locations listed in the "Job Available at Other Locations" section of this job posting. As part of RBC's commitment to providing exceptional client service and achieving its business objectives, the ability and willingness to travel or...
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Expert Banking Advisor
3 weeks ago
Berthierville, Canada RBC Full timeJob Description Please note that successful candidates will be required to offer and maintain mobility between the branch locations listed in the "Job Available at Other Locations" section of this job posting. As part of RBC's commitment to providing exceptional client service and achieving its business objectives, the ability and willingness to travel or...
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Berthierville, Canada RBC Full timeA leading Canadian bank in Berthierville seeks a client-focused sales professional to enhance client interactions. You will help clients with banking, credit, and investment needs, ensuring they have an exceptional experience. The ideal candidate must possess mutual funds accreditation and demonstrate strong relationship-building skills. This position offers...
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Banking Advisor
3 weeks ago
Berthierville, Canada RBC Full timeJob Description Please note that successful candidates will be required to offer and maintain mobility between the branch locations listed in the "Job Available at Other Locations" section of this job posting. As part of RBC's commitment to providing exceptional client service and achieving its business objectives, the ability and willingness to travel or...
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Conseiller ou Conseillère, Finances Personnelles
2 weeks ago
Berthierville, Canada Desjardins Full timeÀ titre de conseiller(-ère) en finances personnelles à la Caisse Desjardins de D'Autray, vous êtes responsable de développer et de maintenir une relation d’affaires durable et empreinte de confiance avec les membres et clients. Vous offrez des conseils adaptés à leur situation financière et les accompagnez dans le choix de solutions appropriées...
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Berthierville, Canada Desjardins Full timeÀ titre de conseiller(-ère) en finances personnelles à la Caisse Desjardins de D'Autray, vous êtes responsable de développer et de maintenir une relation d’affaires durable et empreinte de confiance avec les membres et clients dans le but d’assurer leur satisfaction. Votre rôle consiste à être à l’écoute des besoins des membres et clients, à...
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Travel‑Ready Banking Advisor
3 weeks ago
Berthierville, Canada RBC Full timeA leading financial services provider is seeking a Financial Advisor in Berthierville, Canada. In this role, you will nurture relationships with personal and small business clients, delivering expert financial advice. Candidates must have a valid mutual funds accreditation and ideally 1-2 years of experience in the financial services sector. This position...
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Conseiller(ère) - Finances Personnelles
6 days ago
Berthierville, Canada Desjardins Full timeChez Desjardins, on croit à l’équité, à la diversité et à l’inclusion. Nous nous engageons à accueillir toutes les personnes, à les considérer et à les valoriser pour ce qu’elles sont, à nous enrichir de leurs différences et de leur unicité et, surtout, à leur offrir un environnement de travail où elles seront bien. Pour nous, la...