Montérégie Personal Finance Consultant
Desjardins • salaberry de valleyfield, Canada
Role Description
Make an impact in financial services as a Personal Finance Consultant in Western Montérégie. Desjardins is looking for a motivated individual with a passion for helping members achieve their goals.
As a Personal Finance Consultant at Desjardins, you will cater to members' financial needs by providing tailored advice. You'll play a crucial role in managing valuable relationships, ensuring satisfaction and understanding market dynamics. Your guidance will help clients establish clear and realistic financial objectives.
Key Responsibilities:
• Address savings and credit needs, focusing on mortgages
• Follow up on business relationships to gauge satisfaction
• Counsel clients on personalized financial plans
• Keep up with market news and financial trends
• Engage with the community on behalf of Desjardins
Requirements:
• Driven to help clients in financial matters
• Strong ability in interpersonal communication
• Familiarity with market updates and financia...
As a Personal Finance Consultant at Desjardins, you will cater to members' financial needs by providing tailored advice. You'll play a crucial role in managing valuable relationships, ensuring satisfaction and understanding market dynamics. Your guidance will help clients establish clear and realistic financial objectives.
Key Responsibilities:
• Address savings and credit needs, focusing on mortgages
• Follow up on business relationships to gauge satisfaction
• Counsel clients on personalized financial plans
• Keep up with market news and financial trends
• Engage with the community on behalf of Desjardins
Requirements:
• Driven to help clients in financial matters
• Strong ability in interpersonal communication
• Familiarity with market updates and financia...