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Financial Advisory Consultant

3 months ago


BasSaintLaurent, Canada Desjardins Group Full time

Financial Advisory Consultant

We are seeking a committed individual to become part of our organization as a Financial Advisory Consultant. In this pivotal role, you will focus on establishing and sustaining robust relationships with clients, delivering expert financial counsel tailored to their unique circumstances.

  • Foster and cultivate enduring professional relationships
  • Actively engage with clients to understand their financial aspirations
  • Provide customized financial strategies and recommendations
  • Guarantee client satisfaction and build trust