Conseiller ou conseillère, Finances personnelles
Desjardins(1 month ago)
About this role
A Personal Financial Advisor at Caisse Desjardins du Val-Saint-François builds and maintains trusting business relationships with members and clients, offering tailored financial guidance to help them reach their financial goals. The role focuses on a client base including youth and individual members, acting as a financing expert and partner resource while aligning member satisfaction with business objectives and prudent risk management.
Required Skills
- Financial Advice
- Client Relations
- Risk Management
- Loan Financing
- Investment Products
- Debt Management
- Regulatory Compliance
- Interpersonal Skills
- Market Awareness
- Sales Orientation
Qualifications
- DEC (Technical College Diploma)
- 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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