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Desjardins Advisor – Asset Management (N-7 / N-8)

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Desjardins Advisor – Asset Management (N-7 / N-8)

Requirements

Desjardins Advisor – Asset Management (N-7 / N-8)

Knowledge and Proficiency

  • Customer focus

  • Interpersonal communication skills

  • Comfortable to offer financial products and servic

  • Ability to manage multiple files

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Addendum

Desjardins Advisor – Asset Management (N-7 / N-8)

Addendum Lévis, Quebec

Accounting, finance and insurance
Reference : Google N7
Posted 29 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

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
  • Essential - Comfortable to offer financial products and servic
  • Important - Ability to manage multiple files
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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