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Desjardins Advisor – Asset Management N-7 / N-8 Candiac

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Desjardins Advisor – Asset Management N-7 / N-8 Candiac

Requirements

Desjardins Advisor – Asset Management N-7 / N-8 Candiac

Knowledge and Proficiency

  • Customer focus

  • Interpersonal communication skills

  • Ability to manage multiple files

  • Comfortable to offer financial products and servic

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Addendum

Desjardins Advisor – Asset Management N-7 / N-8 Candiac

Addendum Candiac, Quebec

Accounting, finance and insurance
Reference : N7-N8
Posted 13 day(s) ago | Still Open
Permanent Part time As soon as possible

DESCRIPTION

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?
- Create an integrated and high-caliber service offering that may include Desjardins financial planning services
- Solicit, develop and maintain personalized business relationships with current and potential clients in order to promote and sell Desjardins products and services

Need more information?
- Contact us at the following address: recrutement@addendum.ca
- Do not hesitate to call us at 450-667-6868 ext. 235 (toll-free line: 1-855-667-6868, ext. 235) www.addendum.ca

Please note this posting will serve to fulfill openings. Only those retained will be contacted.

Requirements

  • Essential - Financial institution experience
  • Essential - University diploma
  • Essential - Be a licensed mutual fund representative
  • Asset - Working experience at Desjardins

Knowledge and abilities

  • Essential - Customer focus
  • Essential - Interpersonal communication skills
  • Important - Ability to manage multiple files
  • Essential - Comfortable to offer financial products and servic
Addendum

Addendum

En affaire depuis 30 ans, l'équipe d'Addendum offre des services de gestion et de développement des compétences professionnelles. Notre équipe se distingue par la complémentarité et la personnalisation de ses services, son expertise conseil...

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