Personal Finance Advisor- EN

Desjardins

Sainte-Anne-de-Beaupré, QC

The work mode arrangement for the position is full-time on site.

Required

As a personal finance advisor at the Caisse Desjardins de la Côte-de-Beaupré, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role is to listen to members’ and clients’ needs, offer them advice that fits their financial situation and help them choose appropriate solutions to meet their financial goals. You work closely with a client base consisting of young people and individual members. Interpersonal savvy is therefore essential. You drive results by recommending investments, loans and insurance products. You serve as a financing expert advisor and resource person for the caisse. You use your expertise to balance member/client satisfaction, business objectives, profitability and sound and prudent risk management. You work with various partners and experts to design integrated strategies that meet the... More Detail

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