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 transparent 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 DesjardinsRequirements:
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 valuesBring your finance passion to Desjardins, helping members reach their financial aspirations in Montérégie.#J-18808-Ljbffr

📌 Montérégie Personal Finance Consultant Salaberry De Valleyfield (Canada)
🏢 Desjardins
📍 Canada