Anju Dhillon Sales Manager Recruitment and New Business Development. Desjardins Financial Security Independent network .
As an insurance advisor or Agent, I provide specialized guidance and advice for investment in various insurance schemes.
 
I provide financial advice to clients on retirement planning, investing, and protecting against risks. I complete a financial needs analysis with clients, including assets and liabilities, tax status, insurance, and risk analysis.
  • Meeting with clients.
  • Offering specialized financial guidance and advice.
  • Completing financial needs analyses.
  • Creating and explaining customized plans.
  • Utilizing knowledge of tax investment strategies.
  • Assessing clients’ financial portfolios.
  • Analyzing clients’ risk. -Encouraging clients to invest in the future.
  • These are some of my ethical duties.
 
Anju Dhillon
Sales Manager, Recruitment &
New Business Development
 
Desjardins Financial Security
Independent Network