Client-Focused Financial Advisor

A leading financial services provider in Canada seeks a Financial Security Advisor to support clients in achieving their financial goals. The role includes building client relationships, developing marketing strategies, and offering tailored advisory services. Candidates should have strong communication skills, confidence, and a deep interest in finance....

A leading financial services cooperative in Montérégie seeks a Personal Finance Advisor to build and manage client relationships. You will advise clients on financial strategies, ensuring satisfaction while driving business results. The ideal candidate has a Bachelor’s degree, relevant experience, and a mutual fund representative certificate. This role...

A leading financial services cooperative in Montérégie seeks a Personal Finance Advisor to build and manage client relationships. You will advise clients on financial strategies, ensuring satisfaction while driving business results. The ideal candidate has a Bachelor’s degree, relevant experience, and a mutual fund representative certificate. This role...

A leading financial services cooperative in Montérégie seeks a Personal Finance Advisor to build and manage client relationships. You will advise clients on financial strategies, ensuring satisfaction while driving business results. The ideal candidate has a Bachelor’s degree, relevant experience, and a mutual fund representative certificate. This role...

A leading financial services provider in Canada is seeking an advisor to optimize the financial health of members and clients. The role involves attending to investment and financing needs, developing tailored strategies, and managing customer relationships. Ideal candidates should have a strong focus on customer service and a willingness to learn. This...

📍Many opportunities are currently available in the greater Montreal area. 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 situation, with the objective of optimizing their financial health. You will be committed to providing excellent customer...

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’ and clients’ needs, offer them advice that fits their financial situation and help them choose appropriate solutions to meet...

Business Development - Financial Security AdvisorJoin to apply for the Business Development - Financial Security Advisor role at iA Financial Group (Industrial Alliance)Be among the first 25 applicantsMove forward, take charge of your professional future! By becoming a Financial Security Advisor, you must first have an entrepreneurial spirit, great agility...

Overview Move forward, take charge of your professional future! By becoming a Financial Security Advisor, you must first have an entrepreneurial spirit, great agility of mind and be ready to commit 100% to this new career. Your challenge will be to help your future clients plan their financial goals. By providing quality service, you will build lasting and...

A financial services company is seeking a Personal Finance Advisor to develop strong relationships with clients and guide them in achieving their financial goals. The role requires advising clients on strategies, assessing satisfaction, and staying informed about industry trends. Candidates should hold a relevant bachelor's degree, have at least one year of...