Advisor, Investment and Financing

Advisor, Investment and Financing page is loaded **Advisor, Investment and Financing**remote typeThe work arrangement for the position is full-time on-site work locationsSherbrookeCaisse Desjardins du Lac-MemphrémagogCaisse Desjardins des Verts-Sommets de l'EstrieCaisse Desjardins de Lac-Mégantic–Le GranitCaisse Desjardins des Deux-Rivières de...

A major financial institution in Sherbrooke is looking for an Advisor in Investment and Financing. In this role, you will focus on understanding clients' financial needs to provide tailored solutions, ensuring exceptional service. The position requires knowledge of investment strategies and dedication to client satisfaction. Candidates will benefit from...

A major financial institution in Sherbrooke is looking for an Advisor in Investment and Financing. In this role, you will focus on understanding clients' financial needs to provide tailored solutions, ensuring exceptional service. The position requires knowledge of investment strategies and dedication to client satisfaction. Candidates will benefit from...

A major financial cooperative in Canada is seeking a Personal Finance Advisor in Sherbrooke, Estrie. You will develop relationships with clients, providing guidance on financial strategies and investments, while managing their satisfaction and maintaining service quality. Candidates should hold a Bachelor's degree and have at least one year of relevant...

A major financial cooperative in Canada is seeking a Personal Finance Advisor in Sherbrooke, Estrie. You will develop relationships with clients, providing guidance on financial strategies and investments, while managing their satisfaction and maintaining service quality. Candidates should hold a Bachelor's degree and have at least one year of relevant...

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...

Personal Finance Advisor Responsibilities Advise members and clients on the best strategies and work with them to identify expected results. Manage business relationships, assess member/client satisfaction and service quality, follow up and identify areas for improvement. Stay up‑to‑date on the financial services industry, market trends and best...

Area(s) of interest: Advisory services, Personal banking Location(s): Sherbrooke A career as a Banking Advisor at National Bank is a varied role that allows you to 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 approach and use your analytical skills in order to...

A financial cooperative is seeking a Personal Finance Advisor in Sherbrooke, Canada. The role involves advising clients on financial strategies, managing relationships, and participating in community outreach. Qualified candidates should have a Bachelor's degree and relevant experience, along with a Mutual Fund Representative certificate and knowledge of...