Personal Finance Advisor

Job SummaryAs a Personal Finance Advisor at Desjardins, you will play a key role in developing lasting relationships with members and clients to ensure their financial well-being. Your primary responsibility will be to provide expert advice on investment, loan, and insurance products to help them achieve their financial goals.Key ResponsibilitiesAdvise...

Job SummaryAs a Personal Finance Advisor at Desjardins, you will play a key role in developing and maintaining lasting relationships with members and clients. Your primary responsibility will be to provide expert advice on financial planning, investment, and insurance products to help individuals and businesses achieve their financial goals.Key...

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 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 Strategic Corporate Finance Advisor, you will be responsible for providing expert advice to clients on mergers and acquisitions, as well as other corporate finance transactions. The successful candidate will have a Bachelor's degree in finance, accounting, or a related field, and a minimum of 5 years of experience in corporate finance. Key...

Company OverviewWe are seeking a Personal Finance Strategist to join our team at Desjardins. As a personal finance advisor, you will be responsible for developing and maintaining lasting relationships with members and clients.About the RoleThe successful candidate will work closely with a client base consisting mainly of individual members and businesses,...

A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues. You’ll adopt a friendly approach and use your analytical skills in order to offer a people-centric experience for branch clients. This role offers...

About the RoleWe are seeking a highly skilled Banking Advisor to join our team at National Bank. As a Banking Advisor, you will be responsible for providing exceptional client service and financial guidance to our clients.Key ResponsibilitiesListen to clients' needs and resolve complex situations.Give advice and offer appropriate solutions for Personal and...

Job SummaryWe are seeking a skilled Banking Advisor to join our team at National Bank. As a Banking Advisor, you will play a key role in providing exceptional client service and advice to our Personal and Small Business clients.Key ResponsibilitiesProvide personalized advice and solutions to clients to meet their transaction, investment, and personal...

As a finance and general accounting advisor, you help manage financial accounts in accordance with the organization’s objectives by producing reports; performing audits, inspections and financial simulations; and analyzing risks, profits and losses. In addition to ensuring financial performance, you help plan and review budget processes. You help manage...

Attendance On-Site Job number 23405 Category Support Status: Permanent Type of Contract Permanent Schedule: Part-Time 20 hours Full Time / Part Time? Part-Time Number of Hours 20 Posting date 12-Nov-2024 Location: Quebec, Quebec City Quebec Province/State Quebec Area of Interest: Advisory services, Personal banking A career as a Banking Advisor at National...

We are banking at another level. Choosing BDC as your employer means working in a healthy, inclusive, and skilled workplace that puts forward the best conditions to bring together unique teams where employees are empowered to act. It also means being at the centre of ambitious economic and financial projects to see further and to do things differently, to...

We are banking at another level. Choosing BDC as your employer means working in a healthy, inclusive, and skilled workplace that puts forward the best conditions to bring together unique teams where employees are empowered to act. It also means being at the centre of ambitious economic and financial projects to see further and to do things differently, to...

Attendance On-Site Job number 22374 Category Support Status: Permanent Type of Contract Permanent Schedule: Part-Time 15 hours Full Time / Part Time? Part-Time Number of Hours 15 Posting date 27-Aug-2024 Location: Quebec, Quebec City Quebec Province/State Quebec Area of Interest: Advisory services, Personal banking A career as a Banking Advisor at National...

Attendance On-Site Job number 22374 Category Support Status: Permanent Type of Contract Permanent Schedule: Part-Time 15 hours Full Time / Part Time? Part-Time Number of Hours 15 Posting date 27-Aug-2024 Location: Quebec, Quebec City Quebec Province/State Quebec Area of Interest: Advisory services, Personal banking A career as a Banking Advisor at National...

Job Title: Banking AdvisorAt National Bank, we are seeking a Banking Advisor to join our team. As a Banking Advisor, you will play a key role in providing exceptional client service and building lasting relationships with our clients.Key Responsibilities:Greet clients and answer their questions in a friendly and approachable manner.Help clients use our...

Youtube Video A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues. You’ll adopt a friendly approach and use your analytical skills in order to offer a people-centric experience for branch clients. This role...

A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues. You’ll adopt a friendly approach and use your analytical skills in order to offer a people-centric experience for branch clients. This role offers...

Corporate and Transactional Affairs/Permanent position/Telework or hybrid_ Would you like to join an exciting, rapidly growing company? Our legal team is evolving. Join us! We are looking for an experienced legal advisor to complete the team that provides legal support to the organization in the areas of corporate and transactional law. In collaboration...