Conseiller ou conseillère, Finances personnelles
Desjardins(1 month ago)
About this role
A Personal Financial Advisor at Caisse Desjardins des Technologies builds and maintains trusted relationships with members and clients, offering tailored financial advice and solutions to help them reach their financial goals. The role serves both individual and business clients as their primary point of contact within the caisse and emphasizes client satisfaction, prudent risk management, and collaboration with internal and external experts. The position supports member retention and the caisse's business objectives through knowledgeable guidance on placements, financing and protection products.
Required Skills
- Interpersonal Relations
- Customer Orientation
- Financial Advice
- Sales
- Risk Management
- Financing Evaluation
- Compliance
- Bilingualism
- Market Awareness
- Collaboration
Qualifications
- Bachelor's Degree
- 1 Year Experience
- French Proficiency
- Intermediate English
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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