Desjardins
Conseiller Financier Laurentides
Job Description
Enhance financial well-being by joining a leading firm in Laurentides as a Conseiller Financier. Provide tailored investment and financing solutions while delivering excellent customer service.
As a financial services professional, you will address members' investment and financing needs with a focus on quality service. Your role involves developing strategies that include investment, financing, and insurance products. Additionally, you'll manage client relationships, assess satisfaction, and identify areas for improvement based on market trends and best practices.
Key Responsibilities:
• Attend to investment and financing needs of members
• Develop strategies for investment, financing, and insurance
• Manage client relationships and service quality assessments
• Stay current on financial services trends and best practices
• Identify improvement areas in member/client satisfaction
Requirements:
• Passion for customer service in finance
• Strong communicati...
As a financial services professional, you will address members' investment and financing needs with a focus on quality service. Your role involves developing strategies that include investment, financing, and insurance products. Additionally, you'll manage client relationships, assess satisfaction, and identify areas for improvement based on market trends and best practices.
Key Responsibilities:
• Attend to investment and financing needs of members
• Develop strategies for investment, financing, and insurance
• Manage client relationships and service quality assessments
• Stay current on financial services trends and best practices
• Identify improvement areas in member/client satisfaction
Requirements:
• Passion for customer service in finance
• Strong communicati...