Hybrid Personal Finance Advisor — Build Wealth

Wealth Management Advisor page is loaded## Wealth Management Advisorremote type: The work arrangement for the position is hybrid worklocations: Gatineautime type: Full timeposted on: Posted 6 Days Agojob requisition id: R2515261As a wealth management advisor, you help serve, solicit and develop and maintain business relationships with mass-affluent...

A major financial institution in Quebec seeks a Wealth Management Advisor to enhance business relationships with clients. In this hybrid role, you will provide personalized financial advice, support business growth, and ensure client satisfaction. Ideal candidates should have a Bachelor's degree, at least six years of relevant experience, and knowledge of...

As a wealth management advisor, you help serve, solicit and develop and maintain business relationships with mass-affluent Signature Service members and clients. You advise and assist members and clients in executing strategies using the 360° approach, including savings and investments, in line with the established plan, to help them achieve 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...

At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should...

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...

Requisition ID: 195954 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Job Purpose**: As a Home Financing Advisor (HFA) you will be responsible for maximizing the development of residential mortgage business from third party referral sources such as real estate agents, lawyers, financial planners, and...

As a wealth management 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 Wealth Management Associate, you will support an investment advisor or a team of advisors by providing professional, efficient customer service and sound administrative management of client accounts, in compliance with the firm's policies and procedures as well as regulatory standards in the securities industry. You will process client requests for...

As a Wealth Management Assistant with the Signature Outaouais Service, you play a key support role for an advisor or a team of advisors by handling all administrative and operational tasks related to the 360° service offering, including securities investments. Your role involves implementing, from an operational and transactional perspective, the...