Client Advisor- EN - Sherbrooke

We have Summer Student Intern opportunities available in the Sherbrooke area. · ...

A career as a Private Banker at National Bank means acting as an experienced specialist in transactional banking and credit solutions for clients of wealth management advisors of National Bank Financial. · This position reports to the Vice President, Commercial & Private Bankin ...

A career as a Private Banker at National Bank means acting as an experienced specialist in transactional banking and credit solutions for clients of wealth management advisors of National Bank Financial. · This position reports to the Vice President, Commercial & Private Banking ...

This is a temporary position for 12 months. As a clientele and financial services agent you are responsible for providing personalized service to affluent clients. · ...

++Temporary position for 12 months as Clientele and Financial Services Agent responsible for providing personalized service to affluent clients.++Provide member/client service experience+Be attentive to client needs+Propose personalized solutions +Seize business opportunities +Wo ...

This role supports one or more Investment Advisors and IA Team and staff, and branch operations with day-to-day administration and provides exceptional client service to support achievement of business objectives. A client-focused role, committed to managing and growing client re ...

Supports one or more Investment Advisors (IAs) and IA Team and staff with day-to-day administration provides exceptional client service to support achievement of business objectives. · Follow up on client inquiries account maintenance new accounts set-up transfers remitting funds ...

Wealth Associate for the Heritage Financial Group at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. · In this role, you will help wealth advisors to stand out by offering exceptional customer service that will have a pos ...

RBC Dominion Securities is currently seeking an Administrative Assistant to join a well-established advisory team. · ...

As an Branch Manager, you'll manage your branch and play a strategic role by guiding your team and helping each member achieve their objectives. With an approach focused on listening and daily coaching, you can help them develop professionally while ensuring the Bank's vision is ...

The role provides support to clients and team members inside and/or outside the province of Quebec. · Prepare client meeting materials, including PowerPoint presentations. · Draft detailed meeting notes. · ...

We believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals. · ...

This is an on-site full-time position based in Sherbrooke QC for a Sales Advisor. The Sales Advisor will be responsible for assisting clients in choosing the right vehicles providing detailed information on features answering customer inquiries conducting test drives and supporti ...

RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. · We are proud of our collaborative, supportive culture that enables success at every level and equips us to help our clients achieve their financial goal ...

You will work closely with advisors to provide personalized support to members and clients. You will help advisors deliver services while maintaining business relationships. · ...

As a senior wealth management advisor you develop personalized strategies provide tailored advice solutions help members clients reach financial personal goals. · You serve expert advisor for the 360° wealth management approach savings investments providing premium support. · ...

As an Branch Manager you'll manage your branch and play a strategic role by guiding your team and helping each member achieve their objectives. With an approach focused on listening and daily coaching you can help them develop professionally while ensuring the Bank's vision is ap ...

As a client financial services agent you work closely with advisors and provide personalized support to members and clients. You help advisors deliver services and maintain business relationships. · ...

+ Develop business relationships and prospect for new clients. · + Manage client portfolios and provide financial advice. · Drum up new business. · Set goals for clients. · Develop comprehensive 360° offerings. · ...

Develop and maintain lasting business relationships with members and clients to ensure satisfaction. · ...