Conseiller associé ou conseillère associée en gestion de patrimoine
Desjardins(14 days ago)
About this role
A Client Advisor in Wealth Management at Desjardins develops and maintains relationships with members and clients, offering personalized solutions and financial products. The role involves analyzing client needs, managing a portfolio, and ensuring customer satisfaction while promoting business growth and adhering to strategic goals.
Required Skills
- Relationship Management
- Financial Analysis
- Client Portfolio
- Sales
- Customer Service
- Financial Products
- Market Analysis
- Regulations
- Communication
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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