Specialized Financing Advisor Desjardins
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Desjardins Group
📍 lévis, chaudière- ppalaches, Canada
Job Description
Elevate your career with Desjardins as a Specialized Financing Advisor. Provide personalized banking solutions to affluent clientele while fostering impactful financial relationships.
This temporary role focuses on understanding the financial needs of mass-affluent and high-net-worth members. Collaboration with wealth managers is key as you analyze and develop tailored financing strategies. Your role comes with responsibilities in risk management and mentoring while driving excellence in client service.
Key Responsibilities:
• Develop and grow member financial wealth
• Offer personalized advice on investments and financing
• Address client inquiries regarding banking services
• Stay up-to-date with industry standards and offerings
• Structure complex financing applications effectively
Requirements:
• Bachelor's degree in a related discipline
• At least two years of relevant experience
• Active mutual fund representative certificate
• French language ...
This temporary role focuses on understanding the financial needs of mass-affluent and high-net-worth members. Collaboration with wealth managers is key as you analyze and develop tailored financing strategies. Your role comes with responsibilities in risk management and mentoring while driving excellence in client service.
Key Responsibilities:
• Develop and grow member financial wealth
• Offer personalized advice on investments and financing
• Address client inquiries regarding banking services
• Stay up-to-date with industry standards and offerings
• Structure complex financing applications effectively
Requirements:
• Bachelor's degree in a related discipline
• At least two years of relevant experience
• Active mutual fund representative certificate
• French language ...