- Providing trusted financial advice to customers using relevant insights and expert knowledge.
- Educating customers on personal banking options and creating financial plans leveraging tools resources for growth potential.
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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 financial s ...
La Prairie $50,000 - $110,000 (CAD) per year Full time5 days ago
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Air Canada est à la recherche d'une personne très motivée, dynamique et ambitieuse, qui désire apprendre et faire avancer sa carrière au sein de la Société. · Air Canada est à la recherche d'une personne très motivée, dynamique et ambitieuse, qui désire apprendre et faire avancer ...
Dorval1 month ago
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Faites décoller votre carrière en vous joignant à notre équipe novatrice et diversifiée à l'avant-garde du transport aérien de passagers. · ...
Dorval, Quebec1 month ago
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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 financial s ...
Saint-Lambert $50,000 - $110,000 (CAD) per year Full time1 week ago
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Develop and maintain lasting business relationships with members and clients to ensure satisfaction. · Listen to needs, offer advice on financial situation and help choose solutions for goals. · ...
Longueuil Full time3 weeks ago
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As a personal finance advisor you're responsible for developing lasting business relationships with members clients to ensure satisfaction. · ...
Montreal Full time2 months ago
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As a personal finance advisor you're responsible for developing and maintaining lasting business relationships with members to ensure they're satisfied. · ...
Montreal Full time1 month ago
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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 ...
Laval1 month ago
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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 financial s ...
Montreal $50,000 - $110,000 (CAD) per year Full time1 week ago
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The work of a personal finance advisor involves developing and maintaining relationships with clients to provide them with financial advice that meets their needs. · ...
Montreal Full time1 month ago
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Mercor connects elite creative and technical talent with leading AI research labs. · ...
Montreal1 month ago
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Temporary position for 12 months · 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 ...
Montreal $50,000 - $110,000 (CAD) per year Full time1 week ago
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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 financial s ...
Montreal $50,000 - $110,000 (CAD) per year Full time3 days ago
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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. ...
Laval Full time1 month ago
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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 financial s ...
Montreal $50,000 - $110,000 (CAD) per year Full time1 week ago
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We are looking for a Personal Finance Advisor to develop and maintain lasting business relationships with members and clients. The ideal candidate will have excellent interpersonal skills, knowledge of financial services industry trends, market analysis skills etc. · A competitiv ...
Montreal Full time1 month ago
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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 financial s ...
Montreal $50,000 - $110,000 (CAD) per year Full time1 week ago
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As a personal finance advisor, you're responsible for developing and maintaining lasting and trusting business relationships with members and clients. · ...
Montreal $50,000 - $110,000 (CAD) per year Full time2 weeks ago
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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. · ...
Montreal Full time1 month ago
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As a personal finance advisor you're responsible for developing lasting business relationships with members and clients to ensure they're satisfied. You drive results by recommending investments loans insurance products. · ...
Montreal Full time1 month ago
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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 · ...
Montreal Full time1 month ago
Personal Finance Advisor - Brossard - beBeeInvestment
Job title: Investment & Personal Banking Specialist - Champlain Mall, Brossard, QC
Description
About the Role
The role of an Investment and Personal Banking Specialist is to connect with people in a relatable way, being customer-centric and passionate about financial sales.
This means:
The right candidate will have strong knowledge of English, interacting collaborating with Toronto groups individuals locally elsewhere. This position requires effective communication skills to interact local colleagues act as guidance support customer needs developing long-standing relationships with existing clients experience progress career transparent criteria clear plan impacting lasting making difference communities benefit inclusive culture value recognize employee contributions making impact personal banking specialist building strong focused great client client satisfaction sound knowledge helping others achieve goals.
Financial planning certification equivalent CIFP Diploma or recognized resource helpful in this role.
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Personal Finance Advisor
Full time Only for registered members La Prairie
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Conseiller - Finances / Finance Advisor
Only for registered members Dorval
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Conseiller - Finances / Finance Advisor
Only for registered members Dorval, Quebec
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Personal Finance Advisor
Full time Only for registered members Saint-Lambert
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Full time Only for registered members Longueuil
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Personal Finance Advisor
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Personal Finance Advisor
Full time Only for registered members Montreal
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Personal Finance Advisor
Only for registered members Laval
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Personal Finance Advisor
Full time Only for registered members Montreal
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Personal Finance Advisor
Full time Only for registered members Montreal
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Personal Finance Advisor
Only for registered members Montreal
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Personal Finance Advisor
Full time Only for registered members Montreal
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Personal Finance Advisor
Full time Only for registered members Montreal
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Personal Finance Advisor
Full time Only for registered members Laval
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Personal Finance Advisor
Full time Only for registered members Montreal
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Personal Finance Advisor
Full time Only for registered members Montreal
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Personal Finance Advisor
Full time Only for registered members Montreal
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Personal Finance Advisor
Full time Only for registered members Montreal
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Personal Finance Advisor
Full time Only for registered members Montreal
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Personal Finance Advisor
Full time Only for registered members Montreal
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Personal Finance Advisor
Full time Only for registered members Montreal