Client-Focused Financial Advisor

A leading financial services cooperative in Montérégie seeks a Personal Finance Advisor to build and manage client relationships. You will advise clients on financial strategies, ensuring satisfaction while driving business results. The ideal candidate has a Bachelor’s degree, relevant experience, and a mutual fund representative certificate. This role...

A leading financial services cooperative in Montérégie seeks a Personal Finance Advisor to build and manage client relationships. You will advise clients on financial strategies, ensuring satisfaction while driving business results. The ideal candidate has a Bachelor’s degree, relevant experience, and a mutual fund representative certificate. This role...

A leading financial services provider in Canada seeks a Financial Security Advisor to support clients in achieving their financial goals. The role includes building client relationships, developing marketing strategies, and offering tailored advisory services. Candidates should have strong communication skills, confidence, and a deep interest in finance....

A leading financial services provider in Quebec is seeking a Personal Finance Advisor to develop and maintain strong relationships with clients. Your role will involve advising clients on financial strategies and solutions to meet their needs. Essential qualifications include a Bachelor's degree and a mutual fund representative certificate. This position...

Business Development - Financial Security AdvisorJoin to apply for the Business Development - Financial Security Advisor role at iA Financial Group (Industrial Alliance)Be among the first 25 applicantsMove forward, take charge of your professional future! By becoming a Financial Security Advisor, you must first have an entrepreneurial spirit, great agility...

Overview Move forward, take charge of your professional future! By becoming a Financial Security Advisor, you must first have an entrepreneurial spirit, great agility of mind and be ready to commit 100% to this new career. Your challenge will be to help your future clients plan their financial goals. By providing quality service, you will build lasting and...

A financial services company is seeking a Personal Finance Advisor to develop strong relationships with clients and guide them in achieving their financial goals. The role requires advising clients on strategies, assessing satisfaction, and staying informed about industry trends. Candidates should hold a relevant bachelor's degree, have at least one year of...

A leading bank in the Americas is seeking a Bilingual Financial Advisor in Tracadie-Sheila, NB. The role focuses on building strong customer relationships, achieving sales targets, and providing tailored advice to help clients succeed. Strong communication skills in both English and French are essential. The position offers a competitive compensation...

Our network of more than 200 financial security advisors working at different Desjardins caisses plays a key role in the industry. We're currently expanding this great team and have many opportunities available in different regions of Quebec. As a life and health insurance professional, you're expected to: Work as a team as you proactively sell insurance...

1 day ago Be among the first 25 applicantsGet AI-powered advice on this job and more exclusive features.Our network of more than 200 financial security advisors working at different Desjardins caisses plays a key role in the industry. We're currently expanding this great team and have many opportunities available in different regions of...