Conseiller ou conseillère, Finances personnelles
Desjardins(1 month ago)
About this role
The Conseiller(-ère) en finances personnelles at Caisse Desjardins de Minganie-Basse-Côte-Nord builds and maintains trusted, long-term relationships with members and clients to ensure their financial satisfaction. The role supports individual members and business owners by understanding their needs and guiding them toward appropriate financial solutions. The position represents the caisse in the community and contributes to its presence locally.
Required Skills
- Client Advising
- Relationship Management
- Financial Advice
- Investment Strategies
- Credit Financing
- Risk Management
- Market Awareness
- Sales
- Interpersonal Skills
- Results Orientation
Qualifications
- Bachelor's Degree
- AMF Mutual Fund Representative Certificate
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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