Conseiller ou conseillère, Finances personnelles
Desjardins(1 month ago)
About this role
A Personal Finance Advisor at Desjardins Centre‑nord de Montréal builds and maintains trusted relationships with member and business clients to ensure their financial satisfaction. The role involves listening to client needs, offering tailored advice on investments, financing and protection, and helping clients reach their financial goals while balancing risk management and business objectives. The advisor collaborates with partners and experts to propose integrated strategies and represents the caisse in the community.
Required Skills
- Interpersonal Relations
- Client Advising
- Relationship Management
- Sales
- Debt Management
- Compliance
- Financial Products
- Market Awareness
- Risk Management
- Communication
Qualifications
- Bachelor's Degree
- AMF Mutual Funds 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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