Financial Services Consultant at Desjardins
D
Desjardins
📍 rouyn noranda, abitibi témiscamingue, Canada
Job Description
As a Financial Services Consultant at Desjardins, you'll play a vital role in enhancing client satisfaction through tailored financial advice and support. This position demands expertise in personalized investment and financing solutions.
You'll work closely with advisors to address client needs, facilitating effective communication while ensuring top-notch service delivery. Your proactive approach will help uncover new business opportunities and strengthen existing relationships, enhancing overall member engagement and satisfaction.
Key Responsibilities:
• Manage client requests and propose effective solutions
• Assist colleagues in handling agendas and correspondence
• Understand and meet the unique needs of each client
• Help members choose tools for increased automation
• Contribute to sales initiatives and identify growth opportunities
Requirements:
• Attestation of Collegial Studies required
• Minimum three years of relevant experience
• Autorité ...
You'll work closely with advisors to address client needs, facilitating effective communication while ensuring top-notch service delivery. Your proactive approach will help uncover new business opportunities and strengthen existing relationships, enhancing overall member engagement and satisfaction.
Key Responsibilities:
• Manage client requests and propose effective solutions
• Assist colleagues in handling agendas and correspondence
• Understand and meet the unique needs of each client
• Help members choose tools for increased automation
• Contribute to sales initiatives and identify growth opportunities
Requirements:
• Attestation of Collegial Studies required
• Minimum three years of relevant experience
• Autorité ...