Financial Services Relationship Advisor (Amos)

Financial Services Relationship Advisor (Amos)

09 Nov
|
Desjardins
|
Amos

09 Nov

Desjardins

Amos

Build business relationships with Desjardins members and clients across Abitibi-Témiscamingue using strong communication and customer focus. Assess needs to guide quality financial service.

This advisor position covers member and client sales and service within investment and financing. You will listen carefully, understand individual situations, and support financial health through appropriate solutions. Responsibilities include relationship management, satisfaction reviews, service-quality follow-up, and improvement identification.

Key Responsibilities:

- Manage relationships with members and clients
- Assess satisfaction and monitor service quality
- Follow up on identified service needs
- Offer investment, financing, and insurance products
- Stay current on market trends and practices

Requirements:

- Effective communication with members and clients
- Team-oriented approach to financial service
- Customer-focused mindset and interpersonal savvy
- Action orientation in addressing specific situations
- Interest in developing financial services expertise

Apply relationship management, communication, and customer focus while delivering investment and financing solutions for Desjardins clients.

📌 Financial Services Relationship Advisor (Amos)
🏢 Desjardins
📍 Amos

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