Client-Focused Personal Finance Advisor | Growth

A leading financial cooperative in Canada is seeking a Personal Finance Advisor based in Victoriaville, Quebec. In this role, you will help serve and solicit members, providing tailored financial solutions while ensuring client satisfaction. You will manage relationships, stay updated on industry trends, and represent the organization in outreach activities....

A leading financial cooperative in Canada is seeking a Personal Finance Advisor based in Victoriaville, Quebec. In this role, you will help serve and solicit members, providing tailored financial solutions while ensuring client satisfaction. You will manage relationships, stay updated on industry trends, and represent the organization in outreach activities....

A leading financial institution in Canada seeks a Personal Finance Advisor to advise clients on financial strategies and manage relationships. The ideal candidate will have a college diploma and a minimum of two years of experience. Knowledge of French and advanced English is required, along with a willingness to travel frequently within Eastern Quebec. This...

Personal Finance Advisor – DesjardinsJoin to apply for the Personal Finance Advisor role at Desjardins.Be among the first 25 applicants. Posted 1 day ago.Key ResponsibilitiesAdvise 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,...

Personal Finance Advisor – Desjardins Join to apply for the Personal Finance Advisor role at Desjardins. Be among the first 25 applicants. Posted 1 day ago. Key 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...

Responsibilities As a personal finance advisor, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients. You provide service tailored to client needs in accordance with current strategies and practices. You help develop and maintain business relationships with members and clients. You drive results by...

As a personal finance advisor, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients. You provide service tailored to client needs in accordance with current strategies and practices. You help develop and maintain business relationships with members and clients. You drive results by reviewing special...

As a personal finance advisor, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients. You provide service tailored to client needs in accordance with current strategies and practices. You help develop and maintain business relationships with members and clients. You drive results by reviewing special...

A leading financial services firm in Centre-du-Québec is seeking a Personal Finance Advisor to develop and maintain business relationships with clients. The role requires advising clients on tailored financial solutions, managing relationships, and participating in community outreach. Candidates should have a college diploma, at least two years of relevant...

Join to apply for the Advisor, Investment and Financing role at Desjardins2 weeks ago Be among the first 25 applicantsJoin to apply for the Advisor, Investment and Financing role at Desjardins Several opportunities are currently available in the Centre-du-Québec region.RequiredAs an advisor, investment and financing, you will be attentive to what our...