Conseiller ou conseillère, Finances personnelles
Desjardins(2 months ago)
About this role
A Personal Finance Advisor at Desjardins builds and maintains long-term, trust-based relationships with individual members and business owners to ensure their financial satisfaction. The role focuses on listening to members' needs, offering tailored financial guidance, and helping them select appropriate solutions across savings, investments, financing, and protection.
Required Skills
- Relationship Building
- Financial Advice
- Investment Strategies
- Financing
- Protection Solutions
- Risk Management
- Market Awareness
- Client Representation
- French Language
Qualifications
- Bachelor's Degree
- Certificat de représentant 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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