Wealth Advisory Specialist: Build Lasting Financial Plans

As a wealth management 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 wealth management 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...

Wealth Management Advisor Join to apply for the Wealth Management Advisor role at Desjardins. This position is located in the Greater Trois-Rivieres Metropolitan Area. 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...

Requisition ID: 200887 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. We are committed to investing in our employees and helping you continue your career at Scotiabank. As top talent in today’s market, we appreciate you have choices. We understand that you’re carefully evaluating everything we have...

A leading Canadian financial institution is seeking an Associate to join its Wealth Management team in Trois-Rivières. In this hybrid role, you will enhance customer relationships by providing exceptional service and support to wealth advisors. The ideal candidate should have a college diploma, a year of relevant experience, and proficiency in Microsoft...

Financial Advisor – Trois‑Rivières | CIBC We’re building a relationship‑oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. What You’ll Be Doing You’ll build and grow your client portfolio through dedicated relationship management, financial services support,...

You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll...

An established industry player is seeking passionate individuals to become financial advisors, helping clients navigate their financial journeys. This role offers unlimited earning potential and the flexibility to build a career that aligns with personal values and goals. Advisors will engage with clients to develop tailored financial strategies, ensuring...

Financial Planner, Development Join to apply for the Financial Planner, Development role at Desjardins Responsibilities Develop new business with customers composed of individuals and/or business leaders while maintaining a balance between member and customer satisfaction, profitability and the level of risk involved. Develop and maintain business...

Join to apply for the SUN LIFE FINANCIAL ADVISOR role at Sun Life Québec2 weeks ago Be among the first 25 applicantsJoin to apply for the SUN LIFE FINANCIAL ADVISOR role at Sun Life QuébecYou are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic...