Wealth Management Advisor - Sherbrooke

Wealth management advisors help serve business relationships with mass-affluent members and clients. They advise on executing strategies using a 360° approach to achieve financial goals. · ...

Developing lasting business relationships with members to ensure satisfaction. · Advise on strategies identify expected results. · Manage business relationships assess member/client satisfaction service quality follow up identify areas for improvement. · ...

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. · ...

+ 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. · ...

The OCM Lead is responsible for planning coordinating and executing change management activities for projects within the S/4 Portfolio. · Lead all OCM activities for projects including communications training stakeholder management readiness ensure quality and rigor of deliverabl ...

The OCM Lead is responsible for planning, coordinating, and executing change management activities for projects within the S/4 Portfolio. This key role focuses on preparing stakeholders, driving adoption of new ways of working, and ensuring successful transformations through effe ...

The OCM Lead is responsible for planning coordinating and executing change management activities for projects within the S/4 Portfolio. · ...

The OCM Lead is responsible for planning, coordinating, and executing change management activities for projects within the S/4 Portfolio.This key role focuses on preparing stakeholders, driving adoption of new ways of working, and ensuring successful transformations through effec ...

This wealth management advisor role involves developing lasting business relationships with clients to ensure their financial satisfaction. Key responsibilities include advising on investment strategies, managing client satisfaction, and staying up-to-date on industry trends. · ...

Wealth management advisor responsible for developing and maintaining lasting business relationships with clients to ensure their satisfaction. · * Advise members and clients on the best strategies · * Manage business relationships, · * Stay up-to-date on the financial services in ...

Temporary position for 12 months. As a wealth management advisor, you're responsible for developing and maintaining lasting and trusting business relationships with members and clients... · ...

Wealth management advisors develop and maintain business relationships with clients to ensure they are satisfied. They listen to clients’ needs, offer advice on financial situations, and help them choose solutions for their goals. · Advise members and clients on strategies and wo ...

We are seeking a wealth management advisor to develop and maintain lasting business relationships with members and clients. The successful candidate will be responsible for advising on financial strategies, managing business relationships, and staying up-to-date on industry trend ...

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 ...

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 ...

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 ...

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 ...

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 ...