Client-Focused Personal Finance Advisor

4 weeks ago


SaintJeansurRichelieu, Canada jobr.pro Full time

A financial services company is seeking a Personal Finance Advisor to develop strong relationships with clients and guide them in achieving their financial goals. The role requires advising clients on strategies, assessing satisfaction, and staying informed about industry trends. Candidates should hold a relevant bachelor's degree, have at least one year of experience, and be knowledgeable in compliance and financial cooperatives. Knowledge of French is required. This position offers a competitive salary, bonus, and benefits.
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