Found Description
Take your career to the next level with Desjardins as a Personal Advisor. This full-time position focuses on building and maintaining client relationships through tailored services and expert advice.
As a full-time onsite advisor, you will help members and clients by identifying their needs and proposing personalized solutions. Your role encompasses analyzing complex requests and effectively driving sales while managing risk and ensuring member satisfaction. Engage with clients to create value and enhance their experience with Desjardins.
Key Responsibilities:
• Build relationships by identifying client needs
• Advise clients on effective strategies and solutions
• Analyze and meet complex requests efficiently
• Collect and prepare analytical reports
• Stay updated on industry trends and best practices
Requirements:
• College diploma and three years of relevant experience
• Certification as a mutual fund r...
As a full-time onsite advisor, you will help members and clients by identifying their needs and proposing personalized solutions. Your role encompasses analyzing complex requests and effectively driving sales while managing risk and ensuring member satisfaction. Engage with clients to create value and enhance their experience with Desjardins.
Key Responsibilities:
• Build relationships by identifying client needs
• Advise clients on effective strategies and solutions
• Analyze and meet complex requests efficiently
• Collect and prepare analytical reports
• Stay updated on industry trends and best practices
Requirements:
• College diploma and three years of relevant experience
• Certification as a mutual fund r...