Personal Finance Advisor: Build Trusted Wealth

A leading financial services provider in Quebec is seeking a Personal Finance Advisor to develop and maintain trusting relationships with clients. Responsibilities include advising clients on suitable financial strategies, managing relationships, and participating in community outreach. The ideal candidate will have a Bachelor's degree, relevant experience,...

As a personal finance advisor, you are responsible for developing and maintaining lasting and trusting business relationships with members and clients to ensure their satisfaction. You listen to their needs, offer tailored advice and help them choose appropriate solutions to meet their financial goals. You work mainly with individual members and businesses,...

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 cooperative financial group is seeking a Personal Finance Advisor in Saint-Jean-sur-Richelieu. This hybrid role involves developing trusting relationships with clients, advising on financial solutions, and managing business relationships. Candidates should possess a college diploma, a minimum of two years' experience, and a mutual fund...

A leading financial services firm in Saint-Raphaël is seeking a Personal Finance Advisor to develop and maintain business relationships. The ideal candidate will need a Bachelor's degree and at least one year of experience, along with proficiency in French. Responsibilities include advising clients, managing relationships, and staying updated on industry...

A financial services institution is seeking an advisor in investment and financing in Quebec. The role requires excellent customer service skills and the ability to develop tailored financial solutions for clients. Candidates should hold a college diploma and have at least two years of relevant experience. Knowledge of French is essential, along with a valid...

A 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...

Personal Finance Advisor page is loaded## Personal Finance Advisorremote type: The work arrangement for the position is hybrid worklocations: Saint-Apollinaire: 377, rue Saint-Joseph Laurier-Stationtime type: Full timeposted on: Posted Yesterdayjob requisition id: R2512877As a personal finance advisor, you’re responsible for developing and...

Personal 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...

A leading banking institution is seeking a Personal Finance Advisor for its Saint‑Anselme location in Quebec. This full-time role focuses on advising clients on financial strategies, managing relationships, and participating in community activities. The ideal candidate holds a Bachelor’s degree, has strong interpersonal skills, and is proficient in...