Entry-Level Personal Finance Advisor

Personal Finance Advisor – Desjardins Join to apply for the Personal Finance Advisor role at Desjardins Location and Compensation Montreal, Quebec, Canada Compensation: $85,000.00-$95,000.00 per year Responsibilities Advise members and clients on the best strategies and work with them to identify expected results. Manage business relationships, assess...

Join to apply for the Personal Finance Advisor role at Desjardins. Get AI-powered advice on this job and more exclusive features. 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’...

OverviewJoin to apply for the Advisor, Investment and Financing role at Desjardins.ResponsibilitiesAttend to members’ investment and financing needs while ensuring quality serviceDeveloping strategies and offering investment, financing and insurance productsManage business relationships, assess member/client satisfaction and service quality, follow up and...

A leading financial institution in Montreal seeks a Personal Finance Advisor to advise clients on financial strategies and manage relationships effectively. This entry-level position requires a Bachelor's degree and knowledge of French. Responsibilities include improving client satisfaction and participating in outreach activities. The role offers...

A leading financial institution in Montreal is seeking a Personal Finance Advisor to develop lasting relationships with clients and provide tailored financial advice. This entry-level position requires a Bachelor's degree and knowledge of financial products. The role demands interpersonal skills, a commitment to client satisfaction, and engagement in...

Temporary position for 12 months (On call)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...

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...

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...