06 Sep
|
Desjardins
|
Vaudreuil-Dorion
06 Sep
Desjardins
Vaudreuil-Dorion
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 clear 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
- Solid 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.
📌 Montérégie Personal Finance Consultant (Vaudreuil-Dorion)
🏢 Desjardins
📍 Vaudreuil-Dorion