Location
mont joli, la mitis, Canada
Posted
July 20, 2026
Job Description
Responsibilities
- Attend to members’ investment and financing needs while ensuring quality service
- Develop strategies and offer investment, financing and insurance products
- Manage business relationships and assess member/client satisfaction
- Identify areas for improvement based on follow-up
Requirements
- Understanding of investment and financing needs
- Commitment to providing excellent customer service
- Ability to manage business relationships
- Staying up-to-date on the financial services industry
Soft Skills
- customer service
- business relationship management
- strategic development
- client satisfaction assessment
- areas for improvement identification