Conseiller ou conseillère, Finances personnelles
Desjardins(20 days ago)
About this role
The Personal Finance Advisor at Caisse Desjardins de Salaberry-de-Valleyfield provides financial advice and develops trusted relationships with members and clients. The role involves understanding clients' needs, offering tailored financial solutions, and maintaining client satisfaction, with a focus on local community engagement.
Required Skills
- Financial Advice
- Customer Service
- Relationship Management
- Financial Planning
- Loan Assessment
- Product Knowledge
- Conformity
- Cooperative Philosophy
- Operations Procedures
- Evaluation Techniques
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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