Hybrid Wealth Management Advisor — Impactful Client Growth
1 week ago
A leading financial cooperative in Canada is seeking a Wealth Management Advisor in Salaberry-de-Valleyfield. The role involves developing and maintaining strong relationships with clients, advising them on investments and financial strategies, and ensuring their satisfaction. Candidates should possess a Bachelor's degree and relevant experience, along with a certificate as a mutual fund representative. Knowledge of French is essential. The position offers competitive salary, flexible vacation, and a comprehensive benefits package.
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Wealth Management Advisor
1 week ago
Salaberry-de-Valleyfield, Canada Desjardins Group Full timeWealth Management Advisor page is loaded## Wealth Management Advisorremote type: The work arrangement for the position is hybrid worklocations: Salaberry-de-Valleyfieldtime type: Full timeposted on: Posted 4 Days Agojob requisition id: R2515397As a wealth management advisor, you’re responsible for developing and maintaining lasting and trusting...
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Wealth Management Advisor
1 week ago
Salaberry-de-Valleyfield, Canada Desjardins Full timeAs 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...
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Salaberry-De-Valleyfield, Canada Desjardins Group Full timeA financial services company in Montérégie is seeking an experienced Investment Assistant to support advisors and manage client accounts. You will handle administrative tasks, ensure client satisfaction, and contribute to business growth. The ideal candidate has a general college diploma, minimum two years' experience, and is bilingual in French. This role...
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Wealth Management Advisor
2 weeks ago
Sainte-Anne-De-Beaupré, Canada Desjardins Full timeWealth Management Advisor Join to apply for the Wealth Management Advisor role at Desjardins. As a wealth management advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients to ensure their satisfaction. Responsibilities Develop strategies and recommend investments, loans, and insurance...
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Sainte-Anne-De-Beaupré, Canada Desjardins Full timeA leading financial services cooperative in Canada is looking for a Wealth Management Advisor to develop and maintain strong business relationships with clients. The ideal candidate will hold a bachelor's degree, have at least one year of experience in wealth management, and possess knowledge of financial products and services. This role offers a competitive...
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Wealth Management Advisor
2 days ago
Sainte-Anne-de-Beaupré, QC, Canada Desjardins Full timeAs 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...
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Advisor, Securities
3 weeks ago
Salaberry-De-Valleyfield, Canada Desjardins Group Full timeAs an investment assistant, you play a hands-on role supporting the advisors by performing all the administrative and operational tasks involved in securities account management. You track client account transactions on a daily basis and resolve various administrative situations. You have to be proactive and think ahead. You have the leadership required to...
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Banking Advisor
4 days ago
Salaberry-de-Valleyfield, Canada National Bank of Canada Full timeAttendance: On-Site Employment Category: Professional Type of Contract: Permanent Benefits for vendors: Youtube Video 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...
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Banking Advisor
1 week ago
Salaberry-de-Valleyfield, Canada National Bank of Canada Full time**Primary Locations**:Salaberry-de-Valleyfield, Quebec**: **Attendance**:On-site**: **Employee Status**:Regular**: **Schedule**:Part-time**: **Hours Number**:35**: As a Banking Advisor at the National Bank, 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...
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Banking Advisor
2 days ago
Salaberry-de-Valleyfield, Canada National Bank of Canada Full time**Primary Locations**:Salaberry-de-Valleyfield, Quebec**: **Attendance**:On-site**: **Employee Status**:Temporary**: **Timeframe**:12 months**: **Schedule**:Part-time**: **Hours Number**:30**: As a Banking Advisor at the National Bank, you'll live your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues....