Desjardins

Conseiller ou conseillère, Finances personnelles

Desjardins(20 days ago)

HybridFull TimeJunior$60,000 - $70,000Services aux membres et clients - vente
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About this role

A temporary 12-month position as a Personal Finance Advisor at Caisse Desjardins de l'Éducation, responsible for developing trusting relationships with members and clients, offering financial advice, and supporting their financial objectives. The role involves client management, staying informed on financial trends, and representing the organization in the community.

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Required Skills

  • Finance
  • Customer Service
  • Financial Analysis
  • Communication
  • Relationship Management
  • Products and Services
  • Market Trends
  • Evaluation Techniques
  • French
  • Retirement Planning

Qualifications

  • Bachelor's Degree in a relevant field
  • AFN Certification
Desjardins

About Desjardins

desjardins.com

Découvrez des produits et services financiers adaptés à vos besoins. Cartes de crédit, prêts, hypothèque, assurances, épargne et placements.

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