Conseiller ou conseillère, Finances personnelles
Desjardins(1 month ago)
About this role
A Personal Finance Advisor at Caisse Desjardins de l'Éducation builds and maintains trusted business relationships with members and clients to ensure their financial satisfaction. The role provides tailored financial advice and guides individuals and businesses toward appropriate solutions to meet their financial goals. The advisor acts as the primary liaison for a client portfolio and collaborates with partners and experts to propose integrated strategies.
Required Skills
- Interpersonal Relations
- Financial Advice
- Client Relationship
- Sales
- Debt Management
- Compliance
- Market Awareness
- Risk Management
- French
- English
Qualifications
- Bachelor's Degree
- 1+ Year Experience
- Certificat de représentant en épargne collective - Autorité des marchés financiers
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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