Conseiller ou conseillère, Finances personnelles

Desjardins(5 days ago)

Montréal, CanadaOnsiteFull TimeJunior$40,590 - $55,240 (estimated)Services aux membres et clients - vente

About this role

A Personal Financial Advisor at Desjardins Impact the financial well-being of members and clients by providing tailored advice and fostering long-term relationships. The role involves understanding client needs, offering appropriate financial solutions, and maintaining a high level of service in a collaborative environment.

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Required Skills

Financial Advice
Customer Service
Debt Management
Financial Products
Client Relations
Legislation Knowledge
Communication Skills
Data Integration
Team Collaboration
Problem Solving

Qualifications

DEC technique in a relevant discipline
Minimum of two years of relevant experience
Certificate of representative in collective savings – Autorité des marchés financiers