Conseiller ou conseillère, Finances personnelles
Desjardins(1 day ago)
About this role
A Personal Financial Advisor at Desjardins de Salaberry-de-Valleyfield helps members and clients with their financial projects by developing long-term, trust-based relationships. They focus on providing tailored advice and services related to retirement, succession, investments, financing, and protection, while collaborating with various partners to meet client needs.
Required Skills
- Financial Planning
- Retirement Planning
- Customer Service
- Investment Strategies
- Financial Advice
- Finance
- Communication
- Risk Management
- Sales
- Client Relations
Qualifications
- DEC technique in a relevant discipline
- 2+ years of experience
- AFM Certification in Collective Savings
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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