Wealth Management Advisor - Victoriaville

+ Develop lasting business relationships with members and clients to ensure satisfaction. + Listen to their needs, provide advice on financial situation, recommend solutions for goals. + Work closely with individual members, business owners and partners. ...

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 ...

This is a wealth management advisor role that involves developing lasting business relationships with clients to ensure their financial satisfaction. · ...

As an investment assistant you play a hands-on role supporting advisors by performing all administrative and operational tasks involved in securities account management · ...

As an investment assistant you play a hands-on role supporting advisors by performing administrative tasks involved in securities account management. · Prepare documentation for member client meetings · Manage advisors calendars voicemail · ...

+As an RBC Financial Advisor you will attract nurture and grow relationships with our high-value personal and small business clients by adding value in the moments that matter to them. · +Consistently demonstrate empathy kindness take the time to understand circumstances motivato ...

As credit authorization advisor you contribute to analysis guidance and prevention with regard to risk management operations activities analyzing verifying exceptions financing applications non retail client segment moderate complexity ensuring sound prudent risk management actin ...

As a personal finance advisor you develop and maintain lasting business relationships with members clients ensuring they re satisfied your role is to listen advise on financial situation help choose solutions meet goals work closely client base consisting mainly individual busine ...

+A career as a Wealth Associate at National Bank is a job where you can capitalize on your entrepreneurial spirit and have a direct impact on clients. · +Diligently and attentively support and manage your portfolio of clients. · Offer your clients the best solutions on the market ...

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. · ...

As personal finance advisor you help serve prospect for solicit and develop maintain business relationships with members clients provide service tailored to client needs in accordance with current strategies practices help analyze member/client needs develop implement personalize ...

We have Summer Student Intern opportunities available in the Drummondville/Victoriaville. · Serve clients by delivering exceptional customer service through completing transactions, engaging in needs-based conversations and communicating with clients throughout the branch · ...

As a personal finance advisor you help serve prospect for solicit develop maintain business relationships with members clients provide service tailored client needs accordance current strategies practices drive results reviewing special requests promoting selling specialized prod ...

We are seeking a strategic, analytical, and collaborative leader to join our organization as Director of Pricing Strategy & Customer Profiles. · ...

A career as an Associate in the Wealth Management team at National Bank will give you the opportunity to show your ability to work in synergy with clients and colleagues. · ...

Job Summary · We are seeking an experienced Human Resources Advisor to join our team at Soucy. As an HR generalist, you will play a key role in advising managers on various aspects of HR management. · ...

Develops business relationships with general agents and advisors to grow Individual Insurance and Investment business lines. · ...

As a client financial services agent you work closely with advisors providing personalized support members clients delivering business relationships. · ...

As a clientele and financial services agent you are responsible for providing personalized service and support to affluent and high-net-worth clients. · Provide personalized member/client service and experience to clients with complex needs. · ...

As a client financial services agent you work closely with advisors and provide personalized support to members and clients. · ...