Conseiller adjoint ou conseillère adjointe en gestion de patrimoine
Desjardins(14 days ago)
About this role
A Conseiller(-ère) adjoint(e), Gestion de patrimoine, supports the activities of wealth managers by providing high-level customer service, advising clients on financial products, executing trades, and maintaining client relationships. The role emphasizes operational management of client accounts and staying informed on market trends.
Required Skills
- Customer Service
- Financial Products
- Market Analysis
- Trade Execution
- Client Relations
- Regulatory Compliance
- Portfolio Management
- Financial Planning
- Investment Strategies
About Desjardins
desjardins.comDécouvrez des produits et services financiers adaptés à vos besoins. Cartes de crédit, prêts, hypothèque, assurances, épargne et placements.
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