Advisor, Investment and Financing - Saint-Anselme

As an advisor investment and financing you will be attentive to what our members and clients are saying to better understand and address each specific situation with the objective of optimizing their financial health. · ...

As a personal finance advisor you're responsible for developing and maintaining lasting business relationships with members clients to ensure they're satisfied You listen to their needs offer advice that fits their financial situation help them choose solutions to meet their goal ...

As personal finance advisor you develop lasting business relationships with members clients to ensure they're satisfied. You listen to their needs offering advice that fits their financial situation and help them choose solutions to meet their goals. · Advise members clients on b ...

Develop and maintain lasting business relationships with members and clients to ensure satisfaction. Offer advice on financial strategies and help clients choose suitable solutions. · ...

The Director Corporate Financing contributes growth BDC Corporate Financing portfolio sourcing developing recommending high quality transactions accordance BDC credit policies risk parameters incumbent also acts trusted advisor entrepreneurs delivering outstanding customer relati ...

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

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

The Director, Financial Performance and Development - Investment Sector plays a key role at the interface between finance   and investments   at iA Global Asset Management (or iAGAM). As a strategic business partner to both sectors, he/she leads the CFO sector's contribution to s ...

A career as an Investment Analyst at National Bank Financial – Wealth Management means that you'll be part of a team of 1,000 investment advisors in the 5th largest investment brokerage firm in Canada. · ...

Analyze and track individual stocks, exchange-traded funds, investment funds and other securities that may be included in investment portfoliosCreate and regularly update model portfoliosTrack portfolio performanceProduce financial reportsStay up to date on the latest economic ne ...

As a personal finance advisor you're responsible for developing and maintaining lasting business relationships with members to ensure they're satisfied. · Advise members on strategies and work with them to identify expected results. · Manage business relationships assess member s ...

Are you energized by leading teams through change while strengthening financial foundations? · In this role, you'll oversee Coveo's operational finance function, ensuring financial excellence, · compliance and scalability in a fast-growing environment. · ...

+The Director, Financial Performance and Development plays a key role at the interface between finance and investments. He/she leads the CFO sector's contribution to strategic investment initiatives. · +Bachelor's degree in accounting/finance. · Professional designation (CPA, CFA ...

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

+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 · You offer them advice that fits their financial situa ...

We are seeking an experienced personal finance advisor to develop and maintain lasting business relationships with members and clients. The ideal candidate will have excellent interpersonal skills and be able to drive results by recommending investments, loans and insurance produ ...

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 ...

As a personal finance advisor you develop lasting business relationships to ensure members satisfaction drive results by recommending investments loans insurance products serve as financing expert advisor resource person balance member/client satisfaction business objectives prof ...

The Regional Director (RD) is responsible for leading the sales efforts of Russell Investments products in a designated area. · ...

As a specialized financing and banking solutions advisor, you help serve, · solicit and develop personalized business relationships with mass-affluent · and high-net-worth members of the wealth management network. · ...