Personal Finance Advisor - Granby
2 weeks ago
Job summary
As a personal finance advisor you're responsible for developing and maintaining lasting business relationships with members and clients to ensure they're satisfied.You work closely with a client base consisting of young people and individual members Interpersonal savvy is essential You drive results by recommending investments loans and insurance products You serve as a financing expert advisor resource person for the caisse You use your expertise to balance member/client satisfaction business objectives profitability sound risk management.
Job description
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