Conseiller ou conseillère, Finances personnelles
Desjardins(6 days ago)
HybridFull TimeJunior$49,000 - $58,000Services aux membres et clients - vente
Apply NowAbout this role
A Personal Finance Advisor at Desjardins de Lévis specializes in building long-term, trust-based relationships with members and clients, providing tailored financial advice and supporting them in achieving their financial goals. The role involves understanding clients' needs, offering appropriate financial solutions, and maintaining a high level of client satisfaction.
Required Skills
- Financial Advice
- Client Relations
- Debt Management
- Financial Products
- Customer Service
- Legislation Knowledge
- Relationship Building
- Market Trends
- Cooperative Philosophy
- Risk Management
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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