Personal Finance Advisor: Grow Client Wealth

Join to apply for the Personal Finance Advisor role at Desjardins. Be among the first 25 applicants. Responsibilities 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,...

A leading financial services provider in Canada is seeking a Personal Finance Advisor to develop strong client relationships and recommend appropriate financial solutions. Responsibilities include advising clients, managing satisfaction, and participating in community outreach. A Bachelor's degree and relevant experience are required, along with the ability...

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 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...

A leading financial services organization in Sainte-Anne-des-Monts is seeking a full-time Advisor for Investment and Financing. The role involves understanding client needs, managing relationships, and providing tailored financial solutions. Ideal candidates should have strong customer service skills and knowledge of the financial market. The position offers...

A leading financial services organization in Sainte-Anne-des-Monts is seeking a full-time Advisor for Investment and Financing. The role involves understanding client needs, managing relationships, and providing tailored financial solutions. Ideal candidates should have strong customer service skills and knowledge of the financial market. The position offers...

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...

Advisor, Investment and Financing page is loaded## Advisor, Investment and Financingremote type: The work arrangement for the position is full-time on-site worklocations: Sainte-Anne-des-Monts: Caisse populaire Desjardins Mer et montagnes: Caisse Desjardins du Littoral gaspésien: Caisse populaire Desjardins du Centre-sud gaspésien: Caisse...

Advisor, Investment and Financing page is loaded## Advisor, Investment and Financingremote type: The work arrangement for the position is full-time on-site worklocations: Sainte-Anne-des-Monts: Caisse populaire Desjardins Mer et montagnes: Caisse Desjardins du Littoral gaspésien: Caisse populaire Desjardins du Centre-sud gaspésien: Caisse...

Temporary position for 13 months 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...