Conseiller ou conseillère, Finances personnelles
Desjardins(2 months ago)
About this role
A Conseiller(ère) en finances personnelles at Caisse Desjardins du Cœur des Hautes-Laurentides is responsible for building and maintaining trusted long-term relationships with members and clients to support their financial well‑being. The role focuses on understanding clients’ needs and guiding them toward appropriate financial solutions to help achieve their goals. The position serves both individual and business members within the local community.
Required Skills
- Relationship Management
- Financial Advice
- Client Relations
- Sales
- Investment Products
- Risk Management
- Debt Management
- Market Awareness
- Interpersonal Skills
- Customer Service
+2 more
Qualifications
- Baccalauréat
- 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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