Conseiller ou conseillère, Finances personnelles
Desjardins(18 days ago)
About this role
A Personal Finance Advisor at Desjardins is responsible for building and maintaining trusting relationships with members and clients, providing tailored financial advice, and assisting them in achieving their financial goals. The role involves client management, advising on various financial strategies, and collaborating with partners to offer comprehensive solutions.
Required Skills
- Financial Advice
- Customer Service
- Client Management
- Financial Planning
- Sales
- Investment Strategies
- Risk Management
- Legislation Knowledge
- Relationship Building
- Product Knowledge
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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