Trusted Personal Finance Advisor

Join to apply for the Personal Finance Advisor role at Desjardins. Be among the first 25 applicants. Responsibilities 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,...

A leading financial institution in Laurentides, Sainte-Thérèse is seeking a Personal Finance Advisor. The role involves building relationships with members and clients, delivering tailored financial advice to help achieve their goals. Candidates must have a bachelor's degree and relevant experience, alongside knowledge of financial products. Offering a...

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...

Personal Finance Advisor page is loaded## Personal Finance Advisorremote type: The work arrangement for the position is hybrid worklocations: 1637, route 125 , Sainte-Juliennetime type: Full timeposted on: Posted Todayjob requisition id: R2600210As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting...

Personal Finance Advisor page is loaded## Personal Finance Advisorremote type: The work arrangement for the position is hybrid worklocations: 1637, route 125 , Sainte-Juliennetime type: Full timeposted on: Posted Todayjob requisition id: R As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business...

A leading financial cooperative is seeking a Personal Finance Advisor in Sainte-Marie, Canada. This role involves building and maintaining trusting relationships with clients, advising on financial strategies, and ensuring client satisfaction. Candidates must have a Bachelor's degree and relevant experience, alongside a mutual fund representative...

A leading financial cooperative is seeking a Personal Finance Advisor in Sainte-Marie, Canada. This role involves building and maintaining trusting relationships with clients, advising on financial strategies, and ensuring client satisfaction. Candidates must have a Bachelor's degree and relevant experience, alongside a mutual fund representative...

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...