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Investment Guidance Consultant

1 week ago

Montreal, Quebec, Canada Desjardins Group Full time
Job Description

The successful Investment Guidance Consultant will provide personalized financial guidance to members and clients, helping them make informed decisions about their investments, loans, and insurance products. This role requires strong analytical skills, as you will need to evaluate various options and recommend solutions that align with their financial objectives and risk tolerance.

You will work collaboratively with our team to develop and maintain long-term relationships with members and clients, ensuring their satisfaction and loyalty to Desjardins Group.