Personal Finance Advisor — Hybrid Role, Client Growth

A leading financial services cooperative is seeking a Personal Finance Advisor in La Pocatière, Quebec. The role involves developing and maintaining business relationships with members and clients, advising on strategies to meet financial goals, and participating in community outreach. Ideal candidates will have a Bachelor's degree, a minimum of one year of...

Personal Finance Advisor page is loaded## Personal Finance Advisorremote type: The work arrangement for the position is hybrid worklocations: La Pocatièretime type: Full timeposted on: Posted Yesterdayjob requisition id: R2600108As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business...

Personal Finance Advisor page is loaded## Personal Finance Advisorremote type: The work arrangement for the position is hybrid worklocations: La Pocatièretime type: Full timeposted on: Posted Yesterdayjob requisition id: R As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with...

Personal Finance Advisor at Desjardins Responsibilities 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...

Personal Finance Advisor at Desjardins Responsibilities 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...

A leading cooperative financial group in Quebec seeks a Personal Finance Advisor to develop long-lasting relationships with clients. The advisor will provide financial advice, manage client satisfaction, and stay updated on financial trends. Key qualifications include a relevant bachelor's degree and mutual fund certification. This role offers competitive...

A financial services company located in La Pocatière, Quebec, is looking for a Personal Finance Advisor. In this role, you will build and maintain strong relationships with members and clients, offering tailored financial advice to meet their goals. You will manage various business interactions and need to stay updated on industry trends. A Bachelor's...

A financial services company located in La Pocatière, Quebec, is looking for a Personal Finance Advisor. In this role, you will build and maintain strong relationships with members and clients, offering tailored financial advice to meet their goals. You will manage various business interactions and need to stay updated on industry trends. A Bachelor's...

Personal Finance Advisor page is loaded## Personal Finance Advisorremote type: The work arrangement for the position is hybrid worklocations: 110, rue Saint-André, Métabetchouan-Lac-à-la-Croixtime type: Full timeposted on: Posted 26 Days Agojob requisition id: R2516470As a personal finance advisor, you’re responsible for developing and...

The work mode arrangement for the position is full-time on site. 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...