Impactful Personal Finance Advisor: Build Trusted Clients

7 days ago


L'ÎlePerrot, Canada Desjardins Group Full time

A prominent financial services organization in Quebec is seeking a Personal Finance Advisor to develop trusting business relationships with members and clients. Your role includes advising on financial solutions, managing client relationships, and staying current with industry trends. The ideal candidate holds a Bachelor’s degree and a mutual fund representative certificate, with at least one year of relevant experience. Competencies in customer focus and interpersonal skills are essential. Competitive salary and benefits offered.#J-18808-Ljbffr



  • L'Île-Perrot, Canada Desjardins Group Full time

    A prominent financial services organization in Quebec is seeking a Personal Finance Advisor to develop trusting business relationships with members and clients. Your role includes advising on financial solutions, managing client relationships, and staying current with industry trends. The ideal candidate holds a Bachelor’s degree and a mutual fund...


  • Notre-Dame-de-l'Île-Perrot, Canada Desjardins Group Full time

    A well-known financial services organization in Notre-Dame-de-l'Île-Perrot is seeking a Personal Finance Advisor. In this role, you will build and maintain strong relationships with clients, providing tailored financial advice to meet their needs. Candidates should possess a Bachelor's degree, relevant experience, and a good understanding of financial...


  • Notre-Dame-de-l'Île-Perrot, Canada Desjardins Group Full time

    A well-known financial services organization in Notre-Dame-de-l'Île-Perrot is seeking a Personal Finance Advisor. In this role, you will build and maintain strong relationships with clients, providing tailored financial advice to meet their needs. Candidates should possess a Bachelor's degree, relevant experience, and a good understanding of financial...


  • L'Île-Perrot, Canada Desjardins Group Full time

    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...


  • L'Île-Perrot, Canada Desjardins Full time

    Required 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...


  • L'Île-Perrot, Canada Desjardins Group Full time

    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...

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    L'Île-Perrot, Canada Desjardins Full time

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