Desjardins
Desjardins | Personal Finance Advisor, Assigned Clientele
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Job Highlights
Responsibilities
- As a personal finance advisor - assigned clientele, you help develop and maintain lasting and trusting business relationships with members and clients, to ensure they’re satisfied.
- If there's something we can do to help make the recruitment process or the job you're applying for more accessible, let us know.
- Manage business relationships, assess member/client satisfaction and service quality, follow up and identify areas for improvement.
- Participate in outreach activities and be present in the community.
- Help members and clients set goals and advise them on the best strategies.
What you bring to the table
- A minimum of two years of relevant experience.
- Knowledge of French is required
About the company
Desjardins
Desjardins is an employer hiring in India (sector: BFSI / Investments / Insurance).
Its finance, accounts, audit and tax openings in India are mostly in Montréal and Ville-Marie.
