Conseiller ou conseillère, Finances personnelles
Desjardins(1 month ago)
About this role
A Personal Finance Advisor at Caisse Desjardins d'économie solidaire develops and maintains trusted, long-term relationships with members and clients, offering tailored financial advice to help them reach their goals. The role serves both individual and business clients and acts as the primary business relationship contact while aligning member satisfaction with prudent risk management and business objectives.
Required Skills
- Financial Advice
- Client Relations
- Risk Management
- Investment Products
- Credit Analysis
- Debt Management
- Regulatory Compliance
- Interpersonal Skills
- Sales
- Business Development
+1 more
Qualifications
- Baccalauréat (Bachelor's Degree)
- 1 Year Experience
- Certificat de représentant(e) en épargne collective – Autorité des marchés financiers (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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