Investment & Financing Advisor — Elevate Member Outcomes

Join to apply for the Advisor, Investment and Financing role at Desjardins Many opportunities are currently available in the Chaudière-Appalaches region. 📍 Required Attend to members’ investment and financing needs while ensuring quality service Develop strategies and offer investment, financing and insurance products Manage business relationships,...

Overview Many opportunities are currently available in the Chaudière-Appalaches region. As an advisor, investment and financing, you will be attentive to what our members and clients are saying to better understand and address each specific situation, with the objective of optimizing their financial health. You will be committed to providing excellent...

Several opportunities are currently available in the greater Montérégie region.As an advisor, investment and financing, you will be attentive to what our members and clients are saying to better understand and address each specific situation, with the objective of optimizing their financial health. You will be committed to providing excellent customer...

Overview The work mode arrangement for the position is full-time on site. Several opportunities are currently available in the greater Capitale-Nationale region. Responsibilities Attend to members’ investment and financing needs while ensuring quality service Developing strategies and offering investment, financing and insurance products Manage business...

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,...

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 financial...

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...

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...

A leading financial institution in Laurentides, Sainte-Thérèse is seeking a Personal Finance Advisor. The role involves building relationships with members and clients, delivering tailored financial advice to help achieve their goals. Candidates must have a bachelor's degree and relevant experience, alongside knowledge of financial products. Offering a...