Personal Finance Advisor - Coaticook

Required 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 Your role is to listen to members' and clients' needs offer them advice that fits their financ ...

Develop and maintain lasting business relationships with members and clients to ensure satisfaction. · ...

The position involves attending to members' investment and financing needs while ensuring quality service developing strategies offering investment financing insurance products managing business relationships assessing member client satisfaction service quality following up ident ...

We are seeking an advisor to assist members and clients with investment and financing needs. The ideal candidate will provide excellent customer service while developing strategies for financial solutions. · Attend to members' investment and financing needs. · Developing strategi ...

Developing lasting business relationships with members and clients by listening to their needs and offering advice that fits their financial situation. · Advise members and clients on best strategies · Manage business relationships and assess member/client satisfaction · Stay up- ...

As personal finance advisor you're responsible for developing lasting business relationships with members to ensure they're satisfied. · You drive results by recommending investments loans and insurance products. · ...

This is an opportunity to work as a financial advisor in the Estrie area. · ...

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

As a personal finance advisor you're responsible for developing and maintaining lasting business relationships with members and clients ensuring they're satisfied listening to their needs offering advice on financial situation helping them choose solutions meeting financial goals ...

+Job summary · We believe in equity, diversity and inclusion at Desjardins. · +College diploma in a related field. · A minimum of two years of relevant experience. · ...

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 ...

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 ...

You will work closely with advisors to provide personalized support to members and clients. You will help advisors deliver services while maintaining business relationships. · ...

As a client financial services agent you work closely with advisors and provide personalized support to members and clients. You help advisors deliver services and maintain business relationships. · ...

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. · ...

We are looking for a Payroll Manager to join our accounting and finance team. As part of this role, you will play a key part in managing our financial activities. You will have the opportunity to perform payroll cycles in Nethris according to the established schedule. · ...

We believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals. · ...

As an RBC Financial Advisor, you attract, nurture and grow relationships with our high-value personal and small business clients. · ...

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. · C coach banking advisors and support them daily and in their career path to help them reach their full potential. · Inspire and motiva ...

Manage the payroll cycle in Nethris and perform administrative tasks related to CNESST indemnities and employee benefits. · ...