Wealth Advisor: Build Clients’ Financial Futures

A financial services cooperative in Montérégie is seeking a Wealth Management Advisor to provide financial guidance to clients. The role involves advising members on strategies, managing relationships, and staying abreast of industry trends. Candidates should have a Bachelor's degree, relevant experience, and a mutual fund representative certificate....

3 days ago Be among the first 25 applicants Required As a senior wealth management advisor, you develop and manage business relationships and prospect for and solicit new mass‑affluent Signature Service members and clients. You develop personalized strategies and provide tailored advice and solutions to help members and clients reach their financial and...

Join to apply for the Financial Independent Advisor role at Co-operators Company: CGICDepartment: Retail SalesEmployment Type: Full-TimeWork Model: RemoteLanguage: Bilingualism in English and French is required.Additional Information: This/these role(s) is/are currently vacant The Opportunity We are a leading Canadian financial services cooperative committed...

Join to apply for the Wealth Management Advisor role at Desjardins. 1 day ago – be among the first 25 applicants. 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 quality, follow up and identify areas for...

Join to apply for the Wealth Management Advisor role at Desjardins. 1 day ago – be among the first 25 applicants. 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 quality, follow up and identify areas for...

As a senior wealth management advisor, you develop and manage business relationships and prospect for and solicit new mass-affluent Signature Service members and clients. You develop personalized strategies and provide tailored advice and solutions to help members and clients reach their financial and personal goals. You serve as an expert advisor for the...

**Primary Locations**:Saint-Jean-sur-Richelieu, Quebec**: **Attendance**:Hybrid**: **Employee Status**:Regular**: **Schedule**:Full-time**: Come live your ambitions as a member of the Wealth Management team at National Bank and work with us to create the most stimulating workplace in the country. Use your talents as a Wealth Management Partner to help us...

SUN LIFE FINANCIAL ADVISOR page is loaded## SUN LIFE FINANCIAL ADVISORlocations: St-Jean-Sur-Richelieu, Quebectime type: Full timeposted on: Posted 15 Days Agojob requisition id: JR00034462You 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...

SUN LIFE FINANCIAL ADVISOR page is loaded## SUN LIFE FINANCIAL ADVISORlocations: St-Jean-Sur-Richelieu, Quebectime type: Full timeposted on: Posted 15 Days Agojob requisition id: JR00034462You 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...

SUN LIFE FINANCIAL ADVISOR page is loaded## SUN LIFE FINANCIAL ADVISORlocations: St-Jean-Sur-Richelieu, Quebectime type: Full timeposted on: Posted 15 Days Agojob requisition id: JR00034462You 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...