- Advise members on strategies for managing finances effectively
- Analyze client satisfaction levels, assess service quality, and identify areas for improvement
- Bachelor's degree in finance or related field is required; other combinations of qualifications may also be considered
- Mutual fund representative certification from Autorité des marchés financiers is mandatory
- Possess knowledge of French language as well as current economic trends.
personal financier.Advisor ,Management -
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Personal Financial Advisor - Salaberry-de-Valleyfield - beBeeFinancialAdvisor
Job title: Conseiller ou conseillère, Finances personnelles
Description
A personal finance advisor plays a key role in fostering lasting relationships with members and clients. This involves actively listening to their needs, providing tailored advice that suits their financial situation, and guiding them toward suitable solutions for achieving their financial goals.
Responsibilities
The successful candidate will be part of an interdisciplinary team working closely with various partners to develop integrated strategies aligned with the needs of members and clients.
To excel in this position:
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Financial Security Advisor, Insurance
Only for registered members Salaberry-de-Valleyfield, QC JT A
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Financial Advisor
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Financial Advisor
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Financial Advisor
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Financial Advisor
Full time Only for registered members Côte-Saint-Luc
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Junior Financial Advisor
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Junior Financial Advisor
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Financial Security Advisor
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Associate Financial Advisor
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sun life financial advisor
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Financial Security Advisor – Independent
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Senior Advisor, Financial disclosure
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Senior Advisor, Financial disclosure
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Senior Advisor, Financial disclosure
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Financial Security Advisor, Insurance
Only for registered members Saint-Constant, QC JA S
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Financial Security Advisor, Insurance
Only for registered members Pointe-Claire, QC HR J
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Financial Security Advisor, Insurance
Only for registered members Westmount, QC
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Senior Advisor, Financial performance and budget
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Senior Advisor, Financial performance and budget
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Senior Advisor, Financial Crime Analytics
Only for registered members Montréal-Ouest
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Non-financial risk data valorization Advisor
Only for registered members Montréal-Ouest