Conseiller ou conseillère, Finances personnelles
Desjardins(2 days ago)
About this role
A Personal Finance Advisor at Caisse Desjardins du Centre-nord de Montréal is responsible for developing and maintaining trusting relationships with members and clients. The role involves listening to their needs, advising on suitable financial solutions, and managing a portfolio of individual and business clients.
Required Skills
- Financial Advisory
- Customer Service
- Relationship Building
- Financial Planning
- Product Knowledge
- Debt Management
- Legislation Knowledge
- Communication Skills
- Client Management
Qualifications
- Baccalauréat dans une discipline appropriée
- Certificat de représentant(e) en épargne collective – Autorité des marchés financiers
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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