Client-Focused Personal Finance Advisor

A leading financial cooperative organization is seeking a Personal Finance Advisor to develop lasting relationships with clients. The role requires advising members on financial strategies, assessing satisfaction, and participating in community outreach. A Bachelor's degree and relevant experience are essential. This position offers a competitive salary, a...

The work mode arrangement for the position is full-time on site.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...

The work mode arrangement for the position is full-time on site. 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...

The work mode arrangement for the position is full-time on site. 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...

Join to apply for the Personal Finance Advisor role at Desjardins 1 day ago 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...

Join to apply for the Personal Finance Advisor role at Desjardins 1 day ago 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...

A leading financial cooperative is looking for a Personal Finance Advisor in Laurier-Station, Quebec. This full-time role involves developing client relationships and providing tailored financial advice. Ideal candidates will hold a relevant bachelor's degree and have at least one year of experience. Knowledge of French is required. The role offers a...

A leading financial cooperative is looking for a Personal Finance Advisor in Laurier-Station, Quebec. This full-time role involves developing client relationships and providing tailored financial advice. Ideal candidates will hold a relevant bachelor's degree and have at least one year of experience. Knowledge of French is required. The role offers 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 financial...

Join to apply for the Advisor, Investment and Financing role at Desjardins Several opportunities are currently available in the Laurentides region. Requirements Attend to members’ investment and financing needs while ensuring quality service Develop strategies and offer investment, financing, and insurance products Manage business relationships, assess...