Financial Services Relationship Advisor (Quebec City)

Financial Services Relationship Advisor (Quebec City)

09 Nov
|
Desjardins
|
Quebec City

09 Nov

Desjardins

Quebec City

Build business relationships with Desjardins members and clients across Abitibi-Témiscamingue using solid 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
Collaborative 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.

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📌 Financial Services Relationship Advisor (Quebec City)
🏢 Desjardins
📍 Quebec City

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