Personal Finance Advisor: Build Client Relationships

A leading financial institution in Montreal seeks a Personal Finance Advisor to advise clients on financial strategies and manage relationships effectively. This entry-level position requires a Bachelor's degree and knowledge of French. Responsibilities include improving client satisfaction and participating in outreach activities. The role offers...

Personal Finance Advisor – Desjardins Join to apply for the Personal Finance Advisor role at Desjardins Location and Compensation Montreal, Quebec, Canada Compensation: $85,000.00-$95,000.00 per year Responsibilities Advise members and clients on the best strategies and work with them to identify expected results. Manage business relationships, assess...

Join to apply for the Personal Finance Advisor role at Desjardins. Get AI-powered advice on this job and more exclusive features. Required 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’...

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...

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...

A leading financial services provider in Montreal seeks a Personal Finance Advisor to develop trusting relationships with clients and provide tailored financial solutions. Your role involves advising on investments, loans, and insurance, bringing expertise in risk management and customer satisfaction. Candidates must possess a Bachelor's degree, mutual fund...

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...

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...