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Personal Finance Advisor — Client Solutions

4 weeks ago

Granby, Canada Desjardins Full time

A leading financial services organization is seeking a Personal Finance Advisor in Granby, Quebec. In this role, you will help clients identify financial strategies, manage relationships, and ensure satisfaction. You will need a college diploma, bilingual proficiency in French and English, and at least two years of relevant experience. The position offers a competitive salary, benefits, and the opportunity for community engagement. You're expected to manage outreach and client needs effectively while adhering to the organization's standards.
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