Personal Financial Advisor jobs in Quebec

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Personal Finance Advisor | Build Trusted Financial Plans

Desjardins
Saint-Jean-sur-Richelieu

A leading financial cooperative in Montérégie seeks a Personal Finance Advisor to develop and maintain relationships with clients. Responsibilities include advising clients on financial strategies, managing business relationships, and participating in community outreach. The ideal candidate will have a college diploma, relevant experience, and a mutual fund representative certificate. Proficiency...

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5 days ago

Associate Financial Advisor: Personal Banking & Client Growth

Cibc
Sherbrooke

A leading banking institution in Sherbrooke is seeking an Associate Financial Advisor. This role focuses on engaging clients to understand their financial needs and providing tailored advice. The successful candidate will have 2-3 years of experience in financial advisory, a current Mutual Funds License, and a passion for client service. This position offers a structured work environment with a...

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an hour ago

Bilingual Financial Advisor - Personal & Small Business

Rbc
Rouyn-Noranda

A leading financial services provider is seeking a Financial Advisor in Rouyn-Noranda. In this role, you will attract and grow relationships with personal and small business clients while providing proactive advice across banking, investments, and credit. Candidates should have a valid Mutual Funds accreditation, sales experience, and be bilingual in English and French. This full-time position...

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an hour ago

Bilingual Financial Advisor: Grow Personal & Business Clients

0000050007 Royal Bank of Canada
Granby

A major financial institution in Canada is seeking a Financial Advisor to foster relationships with high-value clients and provide proactive financial advice. The role requires the ability to build trust with clients, fluency in both English and French, and relevant financial accreditations. Successful candidates will engage with clients, work collaboratively with specialized teams, and utilize...

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an hour ago

Senior Financial Advisor — Personal Wealth Strategy

Scotiabank
Quebec

A leading bank in the Americas is seeking a Senior Financial Advisor to join their team. In this role, you'll proactively discover customer needs and provide tailored financial strategies. You'll build enduring relationships, meet sales targets, and contribute to individual and team goals. The position offers a competitive compensation package and opportunities for career advancement without...

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6 days ago

Personal Banker & Financial Solutions Advisor

Td Bank
Montréal

A leading financial institution is seeking a Personal Banker in Montreal to provide exceptional customer service and financial solutions. The role involves advising clients on various banking products, maintaining positive relationships, and ensuring confidentiality. Candidates should have a high school diploma and around one year of experience, with knowledge in investment and credit processes...

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17 hours ago

Personal Banker: Trusted Financial Advisor

TD
Laval

A leading financial institution in Laval, Quebec is seeking a Personal Banker to provide exceptional customer service and financial guidance. This role involves engaging with clients to offer tailored banking solutions, ensuring a positive experience, and adhering to regulatory standards. Ideal candidates should possess a high school diploma, relevant experience, and strong communication skills....

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a day ago

Personal Banker: Customer-Focused Financial Advisor

Bmo
Saint-Lambert-de-Lauzon

A major financial institution seeks a dedicated professional to deliver exceptional customer service. This role involves identifying customer needs, providing financial advice, and collaborating with partners. Ideal candidates will have 1-2 years of experience in customer service or sales, excellent interpersonal skills, and a passion for helping customers. This position also includes benefits...

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an hour ago

Bilingual Financial Advisor - Personal & Small Business

Canadian Imperial Bank of Commerce
Rouyn-Noranda

Financial Advisor at RBC provides financial advice and solutions to clients, requiring sales experience, bilingualism and digital literacy.

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an hour ago

Financial Services Advisor - Personal Banking & Planning

Canadian Imperial Bank of Commerce
Montréal

A leading Canadian bank in Montreal is seeking an experienced professional dedicated to engaging clients and providing tailored financial solutions. Responsibilities include client meetings, relationship building through marketing efforts, and leveraging banking technology to enhance client experience. Candidates should have at least one year of relevant experience and a Mutual Funds License. The...

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an hour ago

Bilingual Financial Advisor: Personal & Business Wealth

Desjardins
Saint-Hyacinthe

Financial Advisor needed to advise personal and business clients. Requires sales experience and mutual funds accreditation. Bilingual (English/French) essential.

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an hour ago

Bilingual Financial Advisor: Personal & Business Wealth

Rbc
Saint-Hyacinthe

A leading financial institution is seeking a Financial Advisor. In this role, you will nurture relationships with personal and small-business clients, providing comprehensive financial advice and solutions. Candidates should hold valid mutual funds accreditation and possess sales experience in financial services. Bilingualism in English and French is essential. This full-time role offers...

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an hour ago

Montreal Personal Banker: Trusted Financial Advisor

Td Bank
Montréal

A leading financial institution in Montreal is seeking a full-time Personal Banker to engage with customers, provide sound financial planning advice, and enhance customer loyalty. The role requires advising clients on investment solutions, handling customer inquiries, and maintaining a positive experience. Ideal candidates should have relevant experience, knowledge of investing, and strong...

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a day ago

Financial Services Advisor - Personal Banking & Planning

Canadian Imperial Bank of Commerce
Sherbrooke

A leading financial institution in Sherbrooke is seeking a professional focused on client engagement and relationship building. This full-time role involves advising clients on financial solutions and leveraging technology to enhance their banking experience. Candidates should possess a Mutual Funds License and a strong track record in client service. The role offers a competitive salary and...

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an hour ago

Senior Financial Advisor, Personal & Small Business

Rbc
Pincourt

A leading financial institution in Quebec is seeking an Expert Banking Advisor to enhance client relationships and deliver customized financial advice. You will collaborate closely with partners and utilize your expertise in banking and investments to meet client needs. Ideal candidates have sales experience, are bilingual in English and French, and have a commitment to client-centric service....

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an hour ago
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Bilingual Financial Advisor – Personal & Business Banking

Rbc
Sherbrooke

A leading financial institution in Sherbrooke is seeking a Financial Advisor to provide client-centric financial advice and build lasting relationships. The ideal candidate must have a valid Mutual Funds accreditation and be bilingual in English and French, with 1-2 years of sales experience. This position offers a comprehensive rewards program and excellent career development opportunities in a...

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an hour ago

Bilingual Financial Advisor - Personal & Small-Business Wealth

Rbc
Montréal

A leading financial institution in Montreal is seeking a Financial Advisor to nurture and grow relationships with high-value clients. This position involves providing professional advice, addressing complex financial needs, and collaborating with partners in the bank. The ideal candidate has a strong background in sales, is bilingual in French and English, and holds a Mutual Funds accreditation....

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a day ago

Strategic Financial Advisor for Personal & Small Business

Rbc
Quebec

A major financial institution in Ottawa is seeking a Financial Advisor to enhance relationships with personal and small business clients. You will provide tailored financial advice and solutions, address complex credit and investment needs, and educate clients on digital services. Ideal candidates should have a DFSA designation, 2-3 years sales experience in financial services, and demonstrate...

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6 days ago

Senior Financial Advisor, Personal & Small Business

Rbc
Longueuil

A leading financial institution in Quebec is seeking an Expert Banking Advisor to enhance client relationships and deliver customized financial advice. You will collaborate closely with partners and utilize your expertise in banking and investments to meet client needs. Ideal candidates have sales experience, are bilingual in English and French, and have a commitment to client-centric service....

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6 days ago

Senior Financial Advisor, Personal & Small Business

Rbc
Brossard

A leading financial institution in Quebec is seeking an Expert Banking Advisor to enhance client relationships and deliver customized financial advice. You will collaborate closely with partners and utilize your expertise in banking and investments to meet client needs. Ideal candidates have sales experience, are bilingual in English and French, and have a commitment to client-centric service....

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9 hours ago
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