Client-Focused Personal Finance Advisor
4 weeks ago
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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Personal Finance Advisor
2 weeks ago
Saint-Jean-sur-Richelieu, Canada Desjardins Full timeJoin to apply for the Personal Finance Advisor role at Desjardins 2 days ago – Be among the first 25 applicants 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’ and clients’...
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Personal Finance Advisor
5 days ago
Saint-Jean-sur-Richelieu, Canada Desjardins Full timeJoin to apply for the Personal Finance Advisor role at Desjardins 2 days ago – Be among the first 25 applicants 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’ and clients’...
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Personal Finance Advisor
2 weeks ago
Saint-Jean-sur-Richelieu, Canada Desjardins Group Full timePersonal Finance Advisor page is loaded## Personal Finance Advisorremote type: The work arrangement for the position is hybrid worklocations: Saint-Jean-sur-Richelieutime type: Full timeposted on: Posted Todayjob requisition id: R2600084As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business...
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Personal Finance Advisor
4 weeks ago
Saint-Jean-sur-Richelieu, Canada jobr.pro Full timeAs 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...
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Personal Finance Advisor
6 days ago
Saint-Jean-sur-Richelieu, Canada Desjardins Full timeAs 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...
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Personal Finance Advisor
7 days ago
Saint-Jean-sur-Richelieu, Quebec, Canada Desjardins Full timeAs 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...
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Personal Finance Advisor, Assigned Clientel
3 days ago
Saint-Jean-sur-Richelieu, Canada Desjardins Full timeRequired As a personal finance advisor – assigned clientele, you help develop and maintain 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...
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Personal Finance Advisor, Assigned Clientel
3 days ago
Saint-Jean-sur-Richelieu, Canada Desjardins Full timeRequired As a personal finance advisor – assigned clientele, you help develop and maintain 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...
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Personal Finance Advisor: Build Member Trust
2 weeks ago
Saint-Jean-sur-Richelieu, Canada Desjardins Full timeA leading financial cooperative is seeking a Personal Finance Advisor in Saint-Jean-sur-Richelieu, Canada. In this role, you will develop lasting relationships with clients and advise them on financial products to meet their goals. The ideal candidate has a college diploma, two years of experience, and knowledge of financial regulations. The position offers...
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Personal Finance Advisor: Build Member Trust
5 days ago
Saint-Jean-sur-Richelieu, Canada Desjardins Full timeA leading financial cooperative is seeking a Personal Finance Advisor in Saint-Jean-sur-Richelieu, Canada. In this role, you will develop lasting relationships with clients and advise them on financial products to meet their goals. The ideal candidate has a college diploma, two years of experience, and knowledge of financial regulations. The position offers...