Conseiller ou conseillère, Gestion de patrimoine, Retraite
Desjardins(1 month ago)
About this role
As a Wealth Management and Retirement Advisor at Caisse Desjardins Pierre-Le Gardeur, you develop and maintain trusted relationships with retired individual members to ensure their financial satisfaction. You listen to members' needs, provide tailored financial advice, and guide them in selecting investment, financing, and protection solutions to reach their objectives.
Required Skills
- Client Advising
- Relationship Management
- Retirement Planning
- Investment Advice
- Financing
- Insurance
- Market Analysis
- Tax Knowledge
- Debt Management
- Compliance
+1 more
Qualifications
- Baccalauréat (appropriate discipline)
- Certificat de représentant en épargne collective – Autorité des marchés financiers
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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