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Reposted 15 Days AgoSaved
In-Office
30 Locations
Mid level
Mid level
Fintech • Payments • Financial Services
The role involves developing business relationships, prospecting clients, promoting financial offers, and maintaining community presence in the mortgage sales sector.
Top Skills: Financial ProductsMortgage Financing
Reposted 15 Days AgoSaved
In-Office or Remote
2 Locations
Entry level
Entry level
Fintech • Payments • Financial Services
As an investment and financing advisor, you will provide tailored financial solutions, manage client relationships, and stay updated on industry trends.
Top Skills: Financial ServicesInsurance ProductsInvestment Products
Reposted 15 Days AgoSaved
Hybrid
4 Locations
Entry level
Entry level
Fintech • Payments • Financial Services
As an advisor in investment and financing, you will address member needs, develop investment strategies, manage relationships, and stay informed on industry trends.
Reposted 15 Days AgoSaved
In-Office
6 Locations
Mid level
Mid level
Fintech • Payments • Financial Services
As a Wealth Management Assistant, you support client relations, sell securities products, handle compliance, and supervise administrative tasks in a branch.
Top Skills: Exchange-Traded FundsMutual FundsStructured Products
Reposted 15 Days AgoSaved
In-Office
10 Locations
Entry level
Entry level
Fintech • Payments • Financial Services
As an advisor, you will attend to investment and financing needs, develop strategies for financial solutions, and assess member satisfaction.
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Reposted 15 Days AgoSaved
In-Office
Baie-Comeau, QC, CAN
Junior
Junior
Fintech • Payments • Financial Services
As a Personal Finance Advisor, you develop relationships with clients, advise on financial strategies, and enhance client satisfaction while managing business objectives and profitability.
Top Skills: Financial Services Products And Services KnowledgeMutual Fund Representative Certificate
16 Days AgoSaved
Hybrid
2 Locations
Senior level
Senior level
Fintech • Payments • Financial Services
Provides strategic business advice and supports business strategy development. The posting emphasizes customer focus, action orientation, interpersonal savvy, adaptability, learning agility, and strategic thinking. No detailed responsibilities or qualifications are provided.
17 Days AgoSaved
In-Office
Brossard, QC, CAN
Senior level
Senior level
Fintech • Payments • Financial Services
Manage and grow relationships with agricultural-sector business clients by prospecting, selling financial products and services, analyzing needs, developing tailored financing solutions, negotiating terms, and managing credit risk and portfolio profitability. The role also involves business development, promotional activities, client satisfaction, regulatory compliance, and participation in the agricultural business community.
17 Days AgoSaved
In-Office
Saint-Pierre-de-l'Île-d'Orléans, QC, CAN
Junior
Junior
Fintech • Payments • Financial Services
Advise individual and business clients on investments, loans, insurance, tax, debt, and succession strategies. Build and maintain trusted relationships, assess satisfaction and service quality, identify improvements, manage risk and profitability, stay current on financial trends and regulations, and participate in community outreach. Requires a related bachelor’s degree, at least one year of relevant experience, a mutual fund representative certificate, French proficiency, and specialized financial services knowledge.
17 Days AgoSaved
In-Office
Weedon, QC, CAN
Junior
Junior
Fintech • Payments • Financial Services
Advises individual and business clients on investments, loans, insurance, and broader financial strategies. Builds and maintains client relationships, assesses satisfaction and service quality, identifies improvement opportunities, monitors financial-services trends, and participates in community outreach. Balances client needs, profitability, business objectives, and prudent risk management while collaborating with internal partners to develop integrated solutions.
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