Customer Financial Solutions Advisor

Role OverviewAs a Banking Advisor at National Bank, you will play a vital role in providing exceptional customer service and personalized financial solutions to individuals and small businesses. Your primary responsibilities will include listening to clients' needs, resolving complex situations, and offering tailored advice on various financial products and...

Unlock Your Potential as a Banking AdvisorAt NBC, we're committed to empowering our clients to achieve their financial goals. As a Banking Advisor, you'll play a vital role in delivering exceptional client experiences and driving business growth.Key Responsibilities:Build and maintain strong relationships with clients, understanding their unique needs and...

About the RoleAs a Banking Advisor at National Bank, you will play a vital role in delivering exceptional client experiences and driving business growth. This dynamic role requires a strong analytical mindset, excellent communication skills, and a passion for building lasting relationships with clients.Key ResponsibilitiesProvide personalized financial...

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...

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...

Company OverviewWe are a leading financial services cooperative, committed to helping our members and clients achieve their financial goals. Our team is dedicated to providing exceptional service and expertise in the field of personal finance.SalaryThe successful candidate can expect a competitive salary of $80,000 - $110,000 per year, commensurate with...

Role OverviewAs a Senior Financial Advisor at Scotiabank, you will play a key role in helping our customers achieve their financial goals. You will be responsible for providing expert advice and guidance on a range of financial products and services, including investments, borrowing solutions, and day-to-day banking.Key Responsibilities* Proactively discover...

Role OverviewAs a Banking Advisor at National Bank, you will play a vital role in providing exceptional client experiences and driving business growth. This dynamic position offers a unique blend of sales, service, and advisory skills, allowing you to make a meaningful impact on your clients' lives.Key ResponsibilitiesDevelop and maintain strong...

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...

We are seeking a highly skilled Banking Advisor to join our team at National Bank. As a valued member of our organization, you will play a crucial role in delivering exceptional client experiences and driving business growth.This is an exciting opportunity for a customer-focused individual who is passionate about financial services and committed to providing...

At Intact Financial Corporation, we're committed to helping our customers prosper in good times and be resilient in bad times. As a Technical IT Advisor, you'll play a vital role in delivering exceptional service to our end-users.About the RoleYou'll be responsible for providing technical support to our employees, troubleshooting IT equipment and software...

Job SummaryAs a Banking Advisor at National Bank, you will play a key role in providing exceptional client service and support. Your primary responsibility will be to listen to clients' needs and resolve complex situations. You will also be responsible for giving advice and offering appropriate solutions for Personal and Small Business clients to meet their...

At Intact Financial Corporation, we're committed to helping our customers and communities prosper in good times and be resilient in bad times. As a member of our Service Delivery team, you'll play a critical role in delivering exceptional technical support to our end-users.About the RoleAs a Technical IT Advisor, you'll be responsible for providing...

You **MUST** be in Montreal **Valid work permit**; Bilingual preferred We are looking for 13h-21h00 We are hiring customer service representatives. We are looking for customer service representatives. **No sales required**. You will be responsible for assisting and responding to customer enquiries over the phone and through our online services. We're...

Join Our Team as a Financial Security AdvisorWe are seeking a proactive and rigorous individual to support our clients in achieving their financial goals.As a Financial Security Advisor, you will be responsible for acquiring a solid knowledge of our range of financial products, creating a business and marketing strategy to develop your clientele, and...

About the Role:We are seeking a skilled Senior Financial Advisor to join our team at National Bank. As a Financial Planning Expert, you will be responsible for advising clients on their investment and financing needs, creating personalized financial plans, and developing business relationships.Key Responsibilities:Identify clients' investment and financing...

Financial Security Advisor OpportunityIndustrielle Alliance Groupe Financier is seeking a motivated and results-driven Financial Security Advisor to join our team. As a Financial Security Advisor, you will play a key role in helping clients achieve their financial goals by providing personalized advice and guidance on insurance and financial products.Key...

Job SummaryA dynamic role as a Banking Advisor at National Bank offers a unique opportunity to deliver exceptional client experiences and grow your career in a collaborative environment.Key ResponsibilitiesProvide personalized advice and solutions to clients, leveraging analytical skills and a friendly approach.Support clients through mortgage renewal or...

Company: CGIC/Co-operators Department: Retail Sales  Employment Type: Regular Full-Time  Work Model: Office Based  Language: This role operates in English  Job Grade: 0-Not Applicable  For More Info Contact: Erin Medeiros, As an exclusive Financial Advisor of Co-operators you are an entrepreneurial-minded leader. You are a high achieving...

'''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 -...