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Desjardins Member Services Advisor (N-5)

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Desjardins Member Services Advisor (N-5)

Requirements

Desjardins Member Services Advisor (N-5)

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 Member Services Advisor (N-5)

Addendum Québec, Quebec

Accounting, finance and insurance
Reference : N5
Posted 18 day(s) ago | Still Open
Contract / Freelance 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?
- Offer savings and financing products and services (excluding mortgage financing)
- Solicit, develop and maintain personalized business relationships with current and potential clients in order to promote and sell Desjardins products and services
- Offer services relating to savings (Guaranteed Investment, RRSPs, TFSA, IRC, etc.)
- Offer services relating to loans (personal and line of credit)
- Offer services relating to supplementary (credit card, insurance, etc.)

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

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 - College 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
  • Important - 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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