Client-Focused Personal Finance Advisor

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...

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...

OverviewAs 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...

A leading financial services organization in Richelieu, Quebec is seeking a personal finance advisor to develop lasting client relationships. You will advise members on financial strategies and manage client satisfaction. Candidates should have a college diploma and relevant experience, with a strong emphasis on interpersonal skills. This position offers a...

A major Canadian bank is seeking a Banking Advisor in Saint-Jean-sur-Richelieu, Canada. This full-time role involves assisting Personal and Small Business clients with their financial needs while ensuring compliance and customer satisfaction. Candidates should hold a college diploma and ideally possess a mutual fund representative licence. The position...

Personal Finance Advisor – Desjardins Join us to apply for the Personal Finance Advisor role at Desjardins. The position calls for an individual who can create and maintain lasting, trusting business relationships with members and clients, specifically young people and individual members, ensuring satisfaction while driving business results....

Job OverviewDesjardins is hiring a Personal Finance Advisor for our Saint‑Anselme location in Quebec, Canada. This full‑time, entry‑level role focuses on finance and sales, responsible for building lasting relationships with individual members and businesses.ResponsibilitiesAdvise members and clients on financial strategies and help them identify...

OverviewAs 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...