Personal Finance Advisor — Client Solutions

A leading financial services organization is seeking a Personal Finance Advisor in Granby, Quebec. In this role, you will help clients identify financial strategies, manage relationships, and ensure satisfaction. You will need a college diploma, bilingual proficiency in French and English, and at least two years of relevant experience. The position offers a...

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 help them choose appropriate solutions to meet their...

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 help them choose appropriate solutions to meet their...

As a specialized financing and banking solutions advisor, you help serve, solicit and develop and maintain personalized business relationships with mass-affluent and high-net-worth members of the specialized wealth management network. You develop personalized strategies and offer banking products and services. You serve as a debt management and financing...

1 day ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. Responsibilities As a personal finance advisor, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients. You provide service tailored to client needs in accordance with current strategies and...

1 day ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. Responsibilities As a personal finance advisor, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients. You provide service tailored to client needs in accordance with current strategies and...

A major North American cooperative financial group seeks a Personal Finance Advisor in Granby, Canada, to develop and maintain relationships with clients while providing tailored financial advice. The ideal candidate will have a Bachelor's degree, relevant experience, and a mutual fund representative certificate. Benefits include a competitive salary,...

A major North American cooperative financial group seeks a Personal Finance Advisor in Granby, Canada, to develop and maintain relationships with clients while providing tailored financial advice. The ideal candidate will have a Bachelor's degree, relevant experience, and a mutual fund representative certificate. Benefits include a competitive salary,...

Join to apply for the Advisor, Investment and Financing role at DesjardinsSeveral opportunities are currently available in the greater Montérégie region.ResponsibilitiesAttend to members’ investment and financing needs while ensuring quality serviceDevelop strategies and offer investment, financing and insurance products.Manage business relationships,...

A leading financial services organization in the Estrie region is seeking an advisor focused on investment and financing. In this role, you will optimize financial health by addressing member and client needs with tailored financial solutions. Responsibilities include managing client relationships and developing strategies for investment and insurance...