Make an impact in financial services as a Personal Finance Consultant in Western Montérégie. Desjardins is looking for a motivated individual with a passion for helping members achieve their goals.
As a Personal Finance Consultant at Desjardins, you will cater to members' financial needs by providing tailored advice. You'll play a crucial role in managing valuable relationships, ensuring satisfaction and understanding market dynamics. Your guidance will help clients establish explicit and realistic financial objectives.
Key Responsibilities:
• Address savings and credit needs, focusing on mortgages
• Follow up on business relationships to gauge satisfaction
• Counsel clients on personalized financial plans
• Keep up with market news and financial trends
• Engage with the community on behalf of Desjardins
Requirements:
• Driven to help clients in financial matters
• Robust ability in interpersonal communication
• Familiarity with market updates and financial strategies
• Background in client service is helpful
• Commitment to diversity and inclusion as core values
Bring your finance passion to Desjardins, helping members reach their financial aspirations in Montérégie.
J-18808-Ljbffr
📌 Montérégie Personal Finance Consultant Quebec City (Canada)
🏢 Desjardins
📍 Canada
Reply to this offer
Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.