Advisor, Personal - Montreal

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. ...

As a personal advisor you help serve prospect for solicit and develop and maintain business relationships with members and clients providing service tailored to client needs in accordance with current strategies and practices. · ...

As a Personal advisor you help serve prospect for solicit and develop maintain business relationships with members clients. You provide service tailored to client needs in accordance with current strategies practices. · Establish an advisory relationship by identifying current po ...

As a personal 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 drive results by reviewing complex requests promoting selling specia ...

The personal advisor helps serve and develop business relationships with members and clients. They provide service tailored to client needs and drive results by promoting specialized products and services. The advisor ensures member/client satisfaction and analyzes client needs t ...

Mercor connects elite creative and technical talent with leading AI research labs. Our team reviews applications daily. · ...

Mercor connects elite creative and technical talent with leading AI research labs. · ...

Developing and maintaining lasting business relationships with members to ensure their satisfaction is key in this role. · Competitive salary and annual bonus · 4 weeks of flexible vacation starting in the first year · ...

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

The Personal Advisor will serve clients by providing tailored service according to current strategies & practices. They will analyze member/client needs & develop personalized solutions. · Establish an advisory relationship with members/clientsAnalyze member/client needs & handle ...

You will help serve, prospect for, solicit business relationships with members and clients. · ...

As a senior personal advisor you help serve prospect for solicit and develop and maintain business relationships with members and clients providing service tailored to client needs in accordance with current strategies and practices. · ...

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

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

The personal finance advisor develops lasting business relationships with members to ensure they're satisfied. · Advise members on financial strategies. · Manage business relationships and assess member satisfaction. · ...

The work of a personal finance advisor involves developing and maintaining relationships with clients to provide them with financial advice that meets their needs. · ...

+As a personal finance advisor you help serve prospect for solicit and develop and maintain business relationships with members and clients You provide service tailored to client needs in accordance with current strategies and practices. · +Advise members and clients on the best ...

As a personal finance advisor you're responsible for developing lasting business relationships with members to ensure they're satisfied. · You listen to members' needs offer advice on financial solutions help them choose products meet financial goals. · You recommend investments ...

As a personal finance advisor you develop lasting business relationships with members clients to ensure satisfaction. You drive results by recommending investments loans insurance products. · ...