Conseiller ou conseillère, Finances personnelles
Desjardins(29 days ago)
About this role
A Personal Finance Advisor at Caisse Desjardins du Lac-Memphrémagog builds and maintains trusted relationships with retail and business members to ensure their satisfaction and help them reach financial goals. The role involves listening to member needs, recommending tailored solutions across investments, financing and protection, and coordinating with specialists to deliver integrated strategies. The advisor balances member satisfaction with business objectives, prudent risk management and profitability while representing the caisse in the community.
Required Skills
- Interpersonal Relations
- Financial Advice
- Client Relations
- Relationship Management
- Investment Products
- Financing
- Protection Products
- Risk Management
- Compliance
- Debt Management
+2 more
Qualifications
- Bachelor's Degree
- Certificat de représentant en épargne collective – Autorité des marchés financiers
- French Language Proficiency
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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