CPA / Bookkeeper / Tax Strategist – Business & Personal Finances

Ce poste consiste à assurer la satisfaction des membres et clients dans le but d'atteindre leurs objectifs financiers.Le Conseiller financier personnel est responsable de développer et maintenir une relation d'affaires durable et empreinte de confiance avec les membres et clients ...

À titre de conseiller en finances personnelles à la Caisse Desjardins du Centre et de l'Est de Laval, vous êtes responsable de développer et de maintenir une relation d'affaires durable et empreinte de confiance avec les membres et clients dans le but d'assurer leur satisfaction. ...

I'm looking for a personal finance modeling consultant to work with me long-term on a Google Sheets–based system that combines simple income & expense tracking, forecast vs actual (variance analysis), net worth & investment evolution (stocks, real estate, crypto), and longterm fi ...

I have multiple accounts across the UAE and UK and want a full personal financial reconciliation and clarity model. · ...

I'm at a stage where I'm earning, saving, · and thinking seriously about my future, · but my ideas are scattered. · I'm looking for someone who can act as a financial mentor, · help me think clearly and guide me toward smart investment or business decisions. · ...

We are seeking an experienced Personal Finance Coach to help individuals develop effective budgeting strategies.The ideal candidate will have a proven track record in personal finance coaching, focusing on creating personalized budgeting plans tailored to individual financial goa ...

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. You listen to members' and clients' needs offer them advice that fits their financial situation and he ...

As a personal finance advisor, you're responsible for developing and maintaining lasting and trusting business relationships with members and clients. · ...

You'll develop lasting business relationships with members and clients to ensure their satisfaction by listening to their needs and offering advice tailored to their financial situation. · ...

Develop and maintain lasting business relationships with members to ensure satisfaction. Listen to needs, provide advice on financial situation. · ...

As a personal finance advisor you're responsible for developing and maintaining lasting business relationships with members and clients to ensure they're satisfied. You provide financing solutions for affluent individuals and businesses driving results by recommending loans and i ...

The work mode arrangement for the position is full-time on site. · As a personal finance advisor at Desjardins Ontario Credit Union , you're responsible for developing and maintaining lasting and trusting business relationships with members and clients, · More specifically, you w ...

Temporary position for 12 months as Personal Finance Advisor, developing lasting relationships with members and clients to ensure satisfaction. · ...

As a personal finance advisor you're responsible for developing lasting business relationships with clients to ensure they're satisfied. · ...

As personal finance advisor you develop lasting business relationships with members and clients providing them advice based on their financial situation. · Advise members and clients on best strategies and work with them to identify expected results · Manage business relationshi ...

As a personal finance advisor, you're responsible for developing and maintaining lasting and trusting business relationships with members and clients. · You work closely with a client base consisting of young people and individual members. · ...

The role of personal finance advisor at Desjardins Ontario Credit Union involves developing lasting relationships with members and clients to ensure their financial goals are met. · ...

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. · ...

You're responsible for developing lasting business relationships with members and clients. · College diploma in a related field. · A minimum of two years relevant experience. · ...

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. · You work closely with a client base consisting of young people and individual members Interpersonal ...

Develop and maintain lasting business relationships with members and clients to ensure satisfaction. Listen to needs, offer advice that fits financial situations and help choose solutions for goals. · ...