Conseiller ou conseillère, Finances personnelles
Desjardins(18 days ago)
About this role
A Personal Finance Advisor at Caisse Desjardins du Nord de Lanaudière is responsible for developing trusting relationships with members and clients, offering financial advice tailored to their needs, and supporting them in achieving their financial goals. The role involves understanding client needs, providing solutions related to investments, financing, and protection, and collaborating with partners to deliver comprehensive strategies.
Required Skills
- Financial Advice
- Relationship Management
- Investment Strategies
- Financial Planning
- Customer Service
- Problem Solving
- Sales
- Communication
- Networking
- Legislation
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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