Personal Finance Advisor | Flexible Vacation + Telework

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...

Many opportunities are currently available in the Chaudière-Appalaches region.As an advisor, investment and financing, you will be attentive to what our members and clients are saying to better understand and address each specific situation, with the objective of optimizing their financial health. You will be committed to providing excellent customer...

1 week ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. Many opportunities are currently available in the Chaudière-Appalaches region. 📍 Required As an advisor, investment and financing, you will be attentive to what our members and clients are saying to better understand and address each specific...

A financial services organization is looking for a Personal Finance Advisor in Saint-Joseph-de-Beauce, Quebec. You will develop and maintain business relationships with clients, providing tailored financial advice to help them achieve their goals. The role requires a college diploma, at least two years of experience, and knowledge of French. Benefits include...

Welcome to the Personal Finance Advisor position at Desjardins. Job Overview As a personal finance advisor, you’ll develop and maintain lasting and trusting business relationships with members and clients, ensuring their satisfaction. You’ll listen to their needs, offer tailored advice, recommend financial solutions, and collaborate with partners to...

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...

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....

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...

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...