Wealth & Financing Advisor: Premium Client Service

A leading cooperative financial group in Canada is seeking a specialized financing and banking solutions advisor. This role focuses on building personalized relationships with members while providing expert financial advice and support. Candidates should have a bachelor's degree, a mutual fund representative certificate, and at least two years of relevant...

A leading financial institution in Lévis, Canada, is seeking a specialized financing and banking solutions advisor responsible for developing personalized strategies and maintaining business relationships with high-net-worth clients. The ideal candidate will analyze client needs, negotiate credit conditions, and stay updated on financial products. Benefits...

Personal Finance Advisor page is loaded## Personal Finance Advisorremote type: The work arrangement for the position is hybrid worklocations: Lévistime type: Full timeposted on: Posted Todayjob requisition id: R2516131As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with...

As a specialized financing and banking solutions advisor, you help serve, solicit and develop and maintain personalized business relationships with mass-affluent and high-net-worth members of the specialized wealth management network. You develop personalized strategies and offer banking products and services. You serve as a debt management and financing...

As a specialized financing and banking solutions advisor, you help serve, solicit and develop and maintain personalized business relationships with mass-affluent and high-net-worth members of the specialized wealth management network. You develop personalized strategies and offer banking products and services. You serve as a debt management and financing...

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...

Advisor, Investment and Financing Location: Saint‑Apollinaire, Quebec, Canada. Many opportunities are currently available in the Chaudière‑Appalaches region. Responsibilities Attend to members’ investment and financing needs while ensuring quality service. Develop strategies and offer investment, financing and insurance products. Manage business...

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 specialized financing and banking solutions advisor, you help serve, solicit and develop and maintain personalized business relationships with mass-affluent and high-net-worth members of the specialized wealth management network. You develop personalized strategies and offer banking products and services. You serve as a debt management and financing...

A financial cooperative is seeking an Advisor for Investment and Financing in Lévis, Quebec. This entry-level position involves addressing members' investment and financing needs, developing strategies for financial products, and managing business relationships. Candidates should have a college diploma and relevant experience. The role offers a competitive...