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Reposted YesterdaySaved
In-Office
10 Locations
Entry level
Entry level
Fintech • Payments • Financial Services
As an investment and financing advisor, you will assist clients with their financial needs, develop strategies, manage relationships, and improve service quality.
Top Skills: Financial ServicesFinancingInsuranceInvestment
Reposted 2 Days AgoSaved
In-Office
5 Locations
Mid level
Mid level
Fintech • Payments • Financial Services
The P&C Insurance Change Integration Advisor develops change management strategies, evaluates impacts, coordinates implementation across business lines, and supports stakeholder engagement in projects.
Top Skills: Sharepoint
Reposted 2 Days AgoSaved
In-Office
3 Locations
Senior level
Senior level
Fintech • Payments • Financial Services
Manage risk management projects for Desjardins subsidiaries, monitor acquisition risks, develop risk roadmaps, and support governance setups.
Top Skills: ConfluenceJIRAMs Project
Reposted 2 Days AgoSaved
In-Office
2 Locations
Junior
Junior
Fintech • Payments • Financial Services
As a Personal Finance Advisor, you develop client relationships, provide tailored financial advice, and recommend investments and services to ensure satisfaction and achievement of financial goals.
Reposted 2 Days AgoSaved
In-Office
45 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 2 Days AgoSaved
MT, USA
Junior
Junior
Fintech • Payments • Financial Services
Personal Finance Advisors develop relationships with clients, providing financial advice and solutions. Responsibilities include advisory services, client satisfaction assessments, market trend analysis, and community outreach participation.
Top Skills: Customer Relationship Management Software
Reposted 2 Days AgoSaved
In-Office
4 Locations
Senior level
Senior level
Fintech • Payments • Financial Services
The Financial Services Product Owner will drive growth, enhance customer journeys, and manage collaborations across functions to create actionable strategies for the Desjardins Agent Network.
Top Skills: Agent-Facing ToolsCustomer Experience ToolsFinancial ServicesOperational ProcessesProject Management
Reposted 15 Days AgoSaved
In-Office or Remote
4 Locations
Junior
Junior
Fintech • Payments • Financial Services
Provide personalized financial advice and support to clients in various sectors including insurance and group benefits, requiring bilingual communication skills.
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