personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. ...
03/10/2022 - Desjardins Emploi Personal finance Advisor - Assigned Customerspersonal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice. Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address...
09/09/2022 - BMO Emploi Représentant(e) service à la clientèle