Desjardins

Conseiller ou conseillère, Finance personnelles

Desjardins(22 days ago)

HybridFull TimeMedior$52,000 - $60,000Services aux membres et clients - vente
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About this role

The role involves developing and maintaining trusted relationships with members and clients of Desjardins, providing financial advice, and proposing appropriate financial solutions to meet their goals. The position requires understanding customer needs, offering strategic guidance, and collaborating with partners to ensure customer satisfaction and business objectives are achieved.

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Required Skills

  • Financial Advice
  • Customer Service
  • Sales Strategies
  • Relationship Management
  • Financial Products
  • Financial Planning
  • Investment Strategies
  • Legislation Knowledge
  • Risk Management
  • Communication

Qualifications

  • Certificat de représentant en épargne collective – Autorité des marchés financiers
  • Baccalauréat dans une discipline appropriée
Desjardins

About Desjardins

desjardins.com

Découvrez des produits et services financiers adaptés à vos besoins. Cartes de crédit, prêts, hypothèque, assurances, épargne et placements.

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