Conseiller ou conseillère, Finances personnelles
Desjardins(14 days ago)
HybridFull TimeJunior$48,000 - $58,000Services aux membres et clients - vente
Apply NowAbout this role
A Personal Finance Advisor at Desjardins de Lévis manages relationships with members and clients, providing financial advice and tailored solutions to help them achieve their financial goals. The role involves understanding client needs, ensuring satisfaction, and collaborating with partners to offer comprehensive financial strategies.
Required Skills
- Financial Advice
- Client Relations
- Financing
- Risk Management
- Financial Products
- Customer Service
- Data Analysis
- Financial Planning
- Communication
- Legislation
Qualifications
- DEC technique in an appropriate discipline
- Certificate of Representation in Collective Savings from AMF
- Minimum 2 years of relevant experience
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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