Conseiller ou conseillère, Finances personnelles
Desjardins(1 month ago)
About this role
A Personal Financial Advisor at Caisse Desjardins des Grands boulevards de Laval builds and maintains trusted relationships with member and retail clients, advising them on tailored financial strategies to reach their goals. The role serves youth and individual members, acts as a financing expert and resource for the caisse, and ensures alignment between member satisfaction, business objectives, risk management, and profitability.
Required Skills
- Financial Advice
- Client Relationship
- Investment Advice
- Loan Financing
- Protection Products
- Debt Management
- Compliance
- Risk Management
- Market Knowledge
- Interpersonal Skills
+1 more
Qualifications
- DEC (Technical College Diploma)
- 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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