Conseiller ou conseillère, Gestion de patrimoine, Service Signature
Desjardins(20 days ago)
About this role
A patrimoine management advisor at Desjardins Service Signature manages and develops relationships with high-net-worth clients by providing personalized financial strategies and solutions. The role involves delivering high-end advisory services, working closely with professionals and specialists, and maintaining a focus on client satisfaction and compliance.
Required Skills
- Financial Planning
- Client Relations
- Wealth Management
- Advice
- Compliance
- Teamwork
- Sales
- Market Trends
- Strategic Planning
- Networking
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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