Strategic Client-Focused Financial Advisor
6 days ago
A leading cooperative financial group in Montreal is seeking a Personal Finance Advisor to develop and maintain strong relationships with clients. The role involves advising clients on financial strategies, managing relationships, and staying updated on industry trends. Ideal candidates will have a relevant degree, a minimum of one year of experience, and strong proficiency in both French and English. This position offers a competitive salary, annual bonus, and extensive benefits, including flexible vacation and a pension plan.
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Strategic Client-Focused Financial Advisor
1 week ago
Montreal (administrative region), Canada Desjardins Group Full timeA leading cooperative financial group in Montreal is seeking a Personal Finance Advisor to develop and maintain strong relationships with clients. The role involves advising clients on financial strategies, managing relationships, and staying updated on industry trends. Ideal candidates will have a relevant degree, a minimum of one year of experience, and...
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Montreal (administrative region), Canada Desjardins Group Full timeA leading cooperative financial entity is seeking a Personal Finance Advisor in Montreal. The role involves developing and maintaining client relationships, advising on financial strategies, and ensuring client satisfaction. Candidates should have a Bachelor's degree, mutual fund representative certificate, and be proficient in French. The position offers...
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Montreal (administrative region), Canada Desjardins Group Full timeA leading cooperative financial entity is seeking a Personal Finance Advisor in Montreal. The role involves developing and maintaining client relationships, advising on financial strategies, and ensuring client satisfaction. Candidates should have a Bachelor's degree, mutual fund representative certificate, and be proficient in French. The position offers...
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Strategic Financial Disclosure Leader
13 hours ago
Montreal (administrative region), Canada Desjardins Group Full timeA leading cooperative financial group in Montreal is seeking a Senior Financial Disclosure Advisor. In this role, you'll analyze, disclose, and monitor financial statements while leading complex strategic initiatives. You'll advise clients on strategic projects, develop policies, and ensure compliance with financial regulations. A bachelor's degree and six...
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Senior Advisor, Financial disclosure
13 hours ago
Montreal (administrative region), Canada Desjardins Group Full timeTemporary position for 12 months.As a senior financial disclosure advisor, you help prepare, analyze, disclose and monitor financial statements for Desjardins’s financial, statutory, regulatory and strategic reporting. You lead development projects and strategic initiatives that are complex and innovative. Your initiatives require extensive knowledge of...
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Client-Focused Personal Finance Advisor
1 week ago
Montreal, Canada jobr.pro Full timeA leading financial services provider in Montreal seeks a Personal Finance Advisor to develop trusting relationships with clients and provide tailored financial solutions. Your role involves advising on investments, loans, and insurance, bringing expertise in risk management and customer satisfaction. Candidates must possess a Bachelor's degree, mutual fund...
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Holistic Financial Advisor — Life, Health
1 week ago
Montreal (administrative region), Canada Sun Life Financial Full timeA leading financial services firm in Montreal is seeking a Prospr Advisor to provide holistic Life, Health, and Wealth solutions for clients. This role involves proactive engagement with clients, assessing their financial needs, and recommending appropriate solutions. Candidates should have strong communication skills, be bilingual, and possess either a...
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Holistic Financial Advisor — Life, Health
1 week ago
Montreal (administrative region), Canada Sun Life Financial Full timeA leading financial services firm in Montreal is seeking a Prospr Advisor to provide holistic Life, Health, and Wealth solutions for clients. This role involves proactive engagement with clients, assessing their financial needs, and recommending appropriate solutions. Candidates should have strong communication skills, be bilingual, and possess either a...
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Strategic Capital Markets
1 week ago
Montreal (administrative region), Canada Desjardins Group Full timeA cooperative financial group in Quebec is seeking a Senior Capital Markets and Treasury Advisor. This role involves advising clients on strategic projects, developing policies, and representing the organization in negotiations. The ideal candidate will have at least eight years of relevant experience and knowledge of French is mandatory. This position...
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Strategic Capital Markets
1 week ago
Montreal (administrative region), Canada Desjardins Group Full timeA cooperative financial group in Quebec is seeking a Senior Capital Markets and Treasury Advisor. This role involves advising clients on strategic projects, developing policies, and representing the organization in negotiations. The ideal candidate will have at least eight years of relevant experience and knowledge of French is mandatory. This position...