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The Financial Advisor will focus on understanding the specific financial needs of members and clients, providing tailored advice and solutions in investment, financing, and insurance. The role emphasizes excellent customer service and collaboration with various financial services roles to optimize members’ financial health.

The Administrative Assistant provides essential support to managers, handling communication, scheduling, document preparation, meeting coordination, and organizing events. This role requires advanced communication skills in French and proficiency in IT tools, particularly the Office 365 suite.

The Regional Sales Consultant is responsible for supporting the advisor community in the Life and Health Insurance industry by cultivating relationships, generating sales, and providing training on products and services. Key tasks include outbound sales calls, managing leads, and documentation in CRM, while collaborating with Regional Sales Directors.

As a Personal Finance Advisor, you develop lasting relationships with clients, assess their financial needs, and recommend appropriate financial strategies and products to achieve their goals. You advise on investments, loans, and insurance while ensuring client satisfaction and managing risks. Additionally, you stay updated on industry trends and enhance service quality based on client feedback.

As a Personal Finance Advisor, you will develop and maintain relationships with clients, advising them on financial strategies and products, and ensuring satisfaction through service quality. You'll also stay updated on market trends and participate in community outreach activities.

As an Advisor, Securities, you will assist in acquiring and maintaining business relationships with clients, focusing on selling securities products while ensuring client satisfaction. You will also provide administrative support, manage operational tasks, supervise staff, and assist in recruitment efforts, all while adhering to compliance standards.

As Product Owner, you will oversee product development, representing client needs and ensuring collaboration with developers and analysts. You will manage stakeholder relationships, coach other product owners, and advise on strategic projects. Your role involves establishing product backlogs and providing recommendations to enhance market strategies.