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Financial Services Agent Laval

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    Financial Services Agent Laval

    Requirements

    Financial Services Agent Laval

    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

    Financial Services Agent Laval

    Addendum Laval, Quebec

    Accounting, finance and insurance
    Reference : N4
    Posted + 30 days 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 experience working within the Caisses Desjardins or in a Bank and have a fascination with the financial world? We want to meet you!

    What would be your role?
    - Work in close collaboration with financial planners and sales team advisors
    - Manage the voice mailboxes and schedules of financial planners and advisors
    - Finalize files following meetings with members and clients

    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 - Working experience at Desjardins
    • Essential - High school diploma
    • Asset - Be a licensed mutual fund representative

    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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