Client-Focused Financial Advisor: Investments

A leading cooperative financial entity is seeking a Personal Finance Advisor in Montreal. The role involves developing and maintaining client relationships, advising on financial strategies, and ensuring client satisfaction. Candidates should have a Bachelor's degree, mutual fund representative certificate, and be proficient in French. The position offers...

A leading cooperative financial entity is seeking a Personal Finance Advisor in Montreal. The role involves developing and maintaining client relationships, advising on financial strategies, and ensuring client satisfaction. Candidates should have a Bachelor's degree, mutual fund representative certificate, and be proficient in French. The position offers...

A large cooperative financial institution located in Montreal is seeking an advisor for investment and financing services. This role focuses on understanding client needs to optimize their financial health. Candidates must be committed to excellent customer service and developing tailored financial solutions. Competitive salary, flexible vacation, and...

A large cooperative financial institution located in Montreal is seeking an advisor for investment and financing services. This role focuses on understanding client needs to optimize their financial health. Candidates must be committed to excellent customer service and developing tailored financial solutions. Competitive salary, flexible vacation, and...

A leading cooperative financial group in Montreal is seeking a Personal Finance Advisor to develop and maintain strong relationships with clients. The role involves advising clients on financial strategies, managing relationships, and staying updated on industry trends. Ideal candidates will have a relevant degree, a minimum of one year of experience, and...

A leading cooperative financial group in Montreal is seeking a Personal Finance Advisor to develop and maintain strong relationships with clients. The role involves advising clients on financial strategies, managing relationships, and staying updated on industry trends. Ideal candidates will have a relevant degree, a minimum of one year of experience, and...

A leading financial services firm in Quebec is seeking a Personal Finance Advisor to develop lasting relationships with clients. This role involves advising clients on financial strategies to meet their goals and managing client satisfaction. Candidates must have a general college diploma and a minimum of two years of relevant experience. Knowledge of French...

A leading financial services firm in Quebec is seeking a Personal Finance Advisor to develop lasting relationships with clients. This role involves advising clients on financial strategies to meet their goals and managing client satisfaction. Candidates must have a general college diploma and a minimum of two years of relevant experience. Knowledge of French...

A leading financial institution in Montreal seeks an Assistant, Investment Advisor to help manage client portfolios and provide trusted investment advice. You will engage with bilingual clients while working closely with Investment Advisors at Wood Gundy. The ideal candidate is client-focused, possesses relevant licenses such as the Canadian Securities...

A leading financial institution in Montreal is seeking an Investment & Personal Banking Specialist to provide exceptional customer service and build lasting relationships. The ideal candidate has sales management experience, a license to sell mutual funds, and is working towards financial planning qualifications. This role offers competitive compensation and...