Conseiller ou conseillère, Finances personnelles, Assigné
Desjardins(1 month ago)
About this role
A Personal Financial Advisor at Caisse Desjardins du Haut-Richelieu builds and maintains trusted relationships with members and clients to ensure their financial satisfaction. The role focuses on understanding clients' financial situations and offering tailored financial solutions across investments, financing and protection to help clients reach their objectives. The position is client-facing within Desjardins' cooperative network and involves community representation and promoting the caisse's services.
Required Skills
- Financial Advice
- Client Relations
- Sales
- Investments
- Loan Analysis
- Debt Management
- Compliance
- Market Awareness
- Interpersonal Relations
- French
Qualifications
- Diplôme d'études collégiales (DEC)
- Certificat de représentant en épargne collective – Autorité des marchés financiers (AMF)
About Desjardins
desjardins.comDécouvrez des produits et services financiers adaptés à vos besoins. Cartes de crédit, prêts, hypothèque, assurances, épargne et placements.
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