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Reposted 16 Hours AgoSaved
In-Office
2 Locations
Junior
Junior
Fintech • Payments • Financial Services
As a wealth management advisor, you'll develop and maintain relationships, advise on strategies, manage client satisfaction, and stay updated on market trends while representing the company in the community.
Top Skills: Financial Services
Reposted 16 Hours AgoSaved
In-Office
3 Locations
Junior
Junior
Fintech • Payments • Financial Services
As a Personal Finance Advisor, you develop and maintain relationships with clients, provide financial advice, and recommend suitable solutions while ensuring satisfaction and managing risks.
Reposted YesterdaySaved
Remote
Québec, QC, CAN
Senior level
Senior level
Fintech • Payments • Financial Services
The Wealth Management Senior Advisor builds relationships with mass-affluent clients, providing personalized financial strategies and solutions, while mentoring team members and contributing to business growth.
Reposted YesterdaySaved
In-Office
Montréal, QC, CAN
Senior level
Senior level
Fintech • Payments • Financial Services
The Wealth Management Senior Advisor develops relationships with clients and provides tailored financial strategies and investment advice. They lead business initiatives, monitor market trends, and collaborate with a team to meet client needs while ensuring risk and compliance management.
Top Skills: Financial ManagementWealth Management Strategies
Reposted 2 Days AgoSaved
In-Office
Chicoutimi-Centre, Saguenay, QC, CAN
Junior
Junior
Fintech • Payments • Financial Services
As an investment assistant, support advisors with administrative and operational tasks in securities account management, ensuring client satisfaction and adherence to standards.
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2 Days AgoSaved
In-Office
La Tuque, QC, CAN
Junior
Junior
Fintech • Payments • Financial Services
As a Wealth Management Advisor, you build relationships with clients, advise on financial strategies, manage satisfaction, and stay informed on market trends.
Top Skills: Financial ProductsInsurance ProductsMutual Fund Representative Certification
2 Days AgoSaved
In-Office or Remote
2 Locations
Senior level
Senior level
Fintech • Payments • Financial Services
As a Senior Advisor, you will develop and monitor business strategies, advise clients, and represent your unit in strategic initiatives while interacting with stakeholders.
Top Skills: Business Intelligence
2 Days AgoSaved
In-Office
Oshawa, ON, CAN
Junior
Junior
Fintech • Payments • Financial Services
As a Personal Finance Advisor, you develop relationships with clients, offering tailored financial advice and managing business relationships. You ensure client satisfaction and stay informed on industry trends, participating in community outreach. You may also recommend financial products and strategies based on clients' needs.
Top Skills: Financial Data SystemsFinancial Products
2 Days AgoSaved
In-Office
7 Locations
Junior
Junior
Fintech • Payments • Financial Services
As a personal advisor, you will develop and maintain business relationships with clients, analyze their needs, provide tailored services, and ensure satisfaction.
2 Days AgoSaved
In-Office
Lac-Etchemin, QC, CAN
Junior
Junior
Fintech • Payments • Financial Services
The role involves developing relationships with clients, advising on financial strategies, managing client satisfaction, and staying updated on market trends.
Top Skills: Financial ServicesInsurance ProductsInvestment Strategies
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