Conseiller ou conseillère, Gestion de patrimoine, Segment retraite

A Wealth Management Advisor (retirement segment) at Caisse Desjardins de La Nouvelle-Beauce develops and maintains trusted long-term relationships with members and clients, including individuals and business owners. The role focuses on understanding clients' financial situations and guiding them toward appropriate retirement and wealth solutions that align client satisfaction with the caisse's business objectives and prudent risk management. The advisor works with internal partners and external experts to deliver integrated financial strategies.