Conseiller ou conseillère, Finances personnelles
Desjardins(1 month ago)
About this role
A Conseiller(-ère) en finances personnelles at Caisse Desjardins de Montcalm et de la Ouareau provides personalized financial guidance to members and individual clients, with a particular focus on youth and retail clientele. The role serves as a trusted financing expert and advisor who aligns member needs with Desjardins products and the cooperative's objectives while promoting financial well-being.
Required Skills
- Interpersonal Skills
- Financial Advice
- Client Relationship
- Sales
- Risk Management
- Debt Management
- Financial Products
- Market Awareness
- Regulatory Compliance
- Business Collaboration
Qualifications
- DEC (Technical CEGEP Diploma)
- Certificat de représentant en épargne collective – 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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