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15 Days Ago
2 Locations
Junior
Junior
Fintech • Payments • Financial Services
The Personal Finance Advisor develops client relationships, offers tailored financial advice, and recommends financial products to meet client needs, while assessing satisfaction and managing business relationships.
Top Skills: Financial ServicesInsurance Products
15 Days Ago
Québec, QC, CAN
Junior
Junior
Fintech • Payments • Financial Services
As a Securities Advisor, you develop and maintain client relationships, sell securities products, and ensure compliance and service quality while handling operational tasks.
Top Skills: Compliance ToolsExchange-Traded FundsMutual FundsSecurities ProductsStructured Products
15 Days Ago
Québec, QC, CAN
Mid level
Mid level
Fintech • Payments • Financial Services
As a Personal Finance Advisor, you will manage business relationships, provide tailored financial strategies, ensure client satisfaction, and represent the organization in the community.
Top Skills: Client Relationship ManagementFinancial Services KnowledgeInterpersonal Skills
24 Days Ago
Québec, QC, CAN
Senior level
Senior level
Fintech • Payments • Financial Services
As a Senior Financial Planning Advisor Developer, you advise clients on business opportunities, monitor industry trends, and drive client retention strategies, while ensuring organizational profitability.
Top Skills: Financial Analysis ToolsRelationship Management SystemsStrategic Planning Software
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