Conseiller ou conseillère, Finances personnelles
Desjardins(16 hours ago)
About this role
A Personal Finance Advisor at Desjardins serves as the primary contact for members and clients, providing tailored financial advice and solutions to help them reach their financial goals. The role involves building trusted relationships, understanding client needs, and collaborating with partners to offer comprehensive financial strategies in a cooperative setting.
Required Skills
- Financial Advice
- Client Relations
- Market Trends
- Product Knowledge
- Financial Planning
- Sales
- Customer Service
- Regulatory Compliance
- Collaboration
- 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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