Expert Personal Finance Consultant Desjardins, Repentigny
Expert Personal Finance Consultant Desjardins, Repentigny
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Repentigny, Canada -
Publiée: il y a moins d’une semaine
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Description
Empower clients as a Personal Finance Expert at Desjardins. Utilize your financial acumen to guide young individuals towards achieving their unique financial goals.
As a Personal Finance Expert, you will work closely with clients to develop tailored financial strategies. This position requires a consultative approach, allowing you to enhance client satisfaction and deliver sound financial advice. You will connect primarily with young individuals, using your skills in investments, loans, and insurance to drive engagement and improve service quality.
Key Responsibilities:• Guide clients on effective financial strategies • Evaluate and improve client relationship management • Keep updated on market trends and best practices • Represent Desjardins in community outreach activities
Requirements:• Related college diploma completion • Minimum of two years relevant work experience • Mutual fund representative certification is essential • Proficiency in French is mandatory • Other experience combinations considered
Utilize your financial expertise at Desjardins to transform clients' financial journeys. #J-18808-Ljbffr
As a Personal Finance Expert, you will work closely with clients to develop tailored financial strategies. This position requires a consultative approach, allowing you to enhance client satisfaction and deliver sound financial advice. You will connect primarily with young individuals, using your skills in investments, loans, and insurance to drive engagement and improve service quality.
Key Responsibilities:• Guide clients on effective financial strategies • Evaluate and improve client relationship management • Keep updated on market trends and best practices • Represent Desjardins in community outreach activities
Requirements:• Related college diploma completion • Minimum of two years relevant work experience • Mutual fund representative certification is essential • Proficiency in French is mandatory • Other experience combinations considered
Utilize your financial expertise at Desjardins to transform clients' financial journeys. #J-18808-Ljbffr
Informations clefs
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Nom de l’entrepriseDesjardins -
Titre de posteExpert Personal Finance Consultant Desjardins
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Informations supplémentaires sur l’annonce
Expert Personal Finance Consultant Desjardins est visible sur Locanto dans la rubrique Repentigny Banque, assurances, finance.
Pour le moment, c’est la seule annonce dans cette rubrique pour Repentigny.
Vous voulez en voir plus? Alors élargissez votre recherche pour consulter les annonces dans les alentours de Repentigny, comme par exemple Banque, assurances, finance à Mascouche, Terrebonne ou encore Varennes. Il y a encore plus de petites annonces dans un rayon de 15 km pour cette rubrique. Cliquez ici pour consulter ces annonces.
