Personal Finance Advisor
Core
Providing financial advice and sales services to members and clients.
Role type
Personal Finance Advisor
Builds
Financial products and services for Desjardins members
Domain
Personal Finance / Banking
Deliverable
client delivery
Required skills
Financial advisory, sales, customer service, French language proficiency
Preferred skills
College diploma in a related field, 2+ years of relevant experience
Responsibilities
Member and client sales, client service, financial advice delivery
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