Professional Financial Services Advisor

Client-Focused Career OpportunityAt National Bank, we are seeking a dynamic and client-centric Financial Services Professional to join our team as a Client Advisor. This role presents a unique chance to make a positive impact on the lives of our clients and colleagues alike.In this capacity, you will be responsible for providing personalized advice and...

Job SummaryThis is a full-time role as a Banking Advisor at National Bank, offering opportunities for development and a varied work experience. The position 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.About the RoleYou'll adopt a friendly approach and use your analytical...

'''Duties:''' - Provide financial advice and guidance to clients based on their financial goals and objectives - Assess clients' financial situations by gathering information about their income, assets, debts, and expenses - Develop personalized financial plans for clients, taking into account their risk tolerance, time horizon, and investment preferences -...

At National Bank, we're on a mission to have a positive impact on people's lives. As a Financial Services Professional, you'll play a vital role in helping our clients achieve their financial goals.About the JobSupport investment advisors in providing exceptional customer service and meet client requests with ease.Carry out routine operations related to...

You will be focused on delivering exceptional customer service and providing high-quality financial solutions tailored to the needs of our members.Main role in the caisse network:Wealth Management Advisor. Meet the needs of members by developing strategies and offering investment, financing, and insurance products.Key positions and brief descriptions of...

About the Role">This 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. As a Banking Advisor, you will adopt a friendly approach and use your analytical skills in order to offer a people-centric experience for branch clients.Your job will involve listening...

Job SummaryJob DescriptionTransformative Opportunity for Financial AdvisorsAs a Royal Bank of Canada Financial Advisor, you will play a pivotal role in building and maintaining long-term relationships with high-value personal and small business clients. By providing proactive, professional advice and collaborating with RBC partners, you will help clients...

Unlock Your Potential as a Professional Banking Services AdvisorWe are seeking an experienced and customer-focused individual to join our team as a Professional Banking Services Advisor. In this role, you will have the opportunity to work with clients to understand their financial goals and objectives, providing personalized advice and guidance to help them...

Role OverviewThis role offers a unique opportunity to work in the financial sector, providing advisory services and personal banking solutions to clients. As a Banking Advisor at NBC, you will have the chance to develop your skills and progress in your career.

About the RoleAs a Professional Banking Advisor at National Bank, you will play a key role in delivering exceptional client experiences and driving business growth. Your primary responsibility will be to provide expert financial guidance and advice to clients, helping them achieve their financial goals.Key Responsibilities:Provide personalized banking...

**Job Profile: Regional Director, Business Development** You are driven, with a high sense of urgency and an ability to get things done. Focused on driving results, you know what it takes to generate new business through existing advisor relationships, while successfully recruiting and developing new advisor relationships; you’re not afraid of asking for...

Welcome to National Bank, a forward-thinking financial institution where you can live your ambitions and have a positive impact on people's lives.We are currently seeking an experienced Financial Services Professional to join our team as a Banking Advisor in Saint-Andre-Avellin, Quebec City. As a key member of our team, you will be responsible for providing...

About the RoleMNP is a leading national accounting, tax and business advisory firm in Canada. As a trusted advisor, you'll provide comprehensive, tailored financial information that enables clients to make informed decisions with confidence.ResponsibilitiesDevelop technical skills in areas such as: compilations, reviews, audits, bookkeeping and taxDevelop...

Unlock Your Potential as a Banking AdvisorWe are seeking a highly motivated and customer-focused individual to join our team as a Banking Advisor. This exciting role offers the opportunity to work in a dynamic environment, providing exceptional service to clients and helping them achieve their financial goals.About the RoleThis varied role allows you to live...

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...

At National Bank, we are seeking a talented Banking Advisor to join our team. This exciting role offers a unique opportunity to live your ambitions and make a positive impact on the lives of your clients and colleagues.The ideal candidate will possess excellent analytical skills, a friendly approach, and the ability to offer a people-centric experience for...

Job OverviewIn this senior role, you will have the opportunity to work closely with clients to understand their financial needs and provide tailored advice to help them achieve their goals. As a personal finance advisor, you will be responsible for developing and maintaining lasting relationships with clients, ensuring their satisfaction and driving business...

We are seeking a talented individual to join our team as a Banking Advisor. In this role, you will have the opportunity to work with clients to understand their financial needs and provide personalized solutions.As a Banking Advisor, you will be responsible for adopting a friendly approach and using your analytical skills to offer a people-centric experience...

_**Must be interested in working within the financial servicing/advisory industry **_ - _**If hired you must be able to complete the Canadian Securities Course. (Paid for)**_ - **Account Opening**: - Assist clients in the account opening process, ensuring all necessary documentation is completed accurately and in a timely manner. - Collaborate with the...

Part Time Financial Services Advisor RoleRBC is seeking a highly motivated and client-focused individual to join our team as a part-time Financial Services Advisor. As an integral member of our team, you will have the opportunity to develop your skills and knowledge in financial services while delivering exceptional customer service to our clients.About the...