Investment & Financing Advisor - Grow Clients' Finances

A major cooperative financial group located in Lanaudière is looking for an Advisor, Investment and Financing to provide tailored financial solutions. The role involves managing client relationships, understanding their investment needs, and delivering high-quality service. Candidates will enjoy benefits such as a competitive salary, annual bonuses, and a...

Advisor, Investment and Financing page is loaded **Advisor, Investment and Financing**remote typeThe work arrangement for the position is full-time on-site work locationsBerthiervilleMascouche100, rue Saint-Maurice Ouest Saint-Michel-des-Saints840, bd de l'Ange-Gardien Nord, L'AssomptionCaisse Desjardins du Nord de Lanaudière time typeFull time ...

Advisor, Investment and Financing page is loaded **Advisor, Investment and Financing**remote typeThe work arrangement for the position is full-time on-site work locationsBerthiervilleMascouche100, rue Saint-Maurice Ouest Saint-Michel-des-Saints840, bd de l'Ange-Gardien Nord, L'AssomptionCaisse Desjardins du Nord de Lanaudière time typeFull time ...

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...

OverviewRequired 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...

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 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...

A financial cooperative is seeking a personal finance advisor in Lanaudière, Mascouche. This role involves developing and maintaining trusting relationships with clients, advising on financial products, and ensuring their satisfaction. Candidates should have a bachelor's degree in a related field and a minimum of one year of relevant experience. Knowledge...

**Primary Locations**:Mascouche, Quebec**: **Attendance**:On-site**: **Employee Status**:Regular**: **Schedule**:Full-time**: As a Banking Advisor at the National Bank in Mascouche and the greater Terrebonne, you'll live your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues. You’ll adopt a friendly...

As financing analyst, you contribute to analysis, guidance and prevention with regard to risk management operations and activities. You perform financial analysis of files for the non-retail client segment of high complexity, formulate recommendations and draw up financial packages. You serve as a resource person for financing files. You work closely with...