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Desjardins Personal Finance Advisor (N-5)

Addendum

This is a Full-time position in Montréal, QC posted January 31, 2018.

Why not join a team devoted and prepared to fast forward your career?

You have a dealing representative (Mutual Fund Dealer) Certificate and have experience working within the Caisses Desjardins?  We want to meet you!

 What would be your role?

–       Offer savings and financing products and services (excluding mortgage financing)

–       Solicit, develop and maintain personalized business relationships with current and potential clients in order to promote and sell Desjardins products and services

–       Offer services relating to savings (Guaranteed Investment, RRSPs, TFSA, IRC, etc.)

–       Offer services relating to loans (personal and line of credit)

–       Offer services relating to supplementary (credit card, insurance, etc.)

 

Customer focus

Interpersonal communication skills

Ability to manage multiple files

Comfortable to offer financial products and services

Skills Required

  • Education level: College
  • Work experience (years): 3-5 years

Package

Salary: N/D

How to Apply