Conseiller ou conseillère, Finances personnelles
Desjardins(21 days ago)
About this role
A Personal Finance Advisor at Desjardins assists members and clients in achieving their financial goals by offering tailored advice on investments, financing, and protection. They build and maintain trustful relationships, stay informed on financial trends, and collaborate with partners to provide comprehensive strategies. The role involves client service and strategic representation within the community.
Required Skills
- Financial Advice
- Client Relations
- Investment Planning
- Risk Management
- Legislation Knowledge
- Financial Products
- Debt Management
- Customer Service
- Cooperative Banking
- Financial Market
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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