Montérégie Personal Finance Consultant (Salaberry-de-Valleyfield)

Montérégie Personal Finance Consultant (Salaberry-de-Valleyfield)

05 Nov
|
Desjardins
|
Salaberry-de-Valleyfield

05 Nov

Desjardins

Salaberry-de-Valleyfield

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 mortgagesFollow up on business relationships to gauge satisfactionCounsel clients on personalized financial plansKeep up with market news and financial trendsEngage with the community on behalf of DesjardinsRequirements:Driven to help clients in financial mattersStrong ability in interpersonal communicationFamiliarity with market updates and financial strategiesBackground in client service is helpfulCommitment to diversity and inclusion as core valuesBring your finance passion to Desjardins, helping members reach their financial aspirations in Montérégie.

📌 Montérégie Personal Finance Consultant (Salaberry-de-Valleyfield)
🏢 Desjardins
📍 Salaberry-de-Valleyfield

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