Conseiller ou conseillère, Gestion de patrimoine
Desjardins(1 month ago)
About this role
Conseiller(-ère) en gestion de patrimoine at Caisse Desjardins de L'Île-des-Sœurs - Verdun develops and maintains long-term, trust-based relationships with members and clients, including individuals and business owners. The role involves understanding clients' financial situations, advising on appropriate financial solutions (placements, financing, protection) and helping them achieve their financial objectives.
Required Skills
- Interpersonal Relations
- Client Advising
- Investment Strategies
- Financial Planning
- Risk Management
- Relationship Management
- Debt Management
- Compliance Knowledge
- Market Awareness
- Sales
+1 more
Qualifications
- Bachelor's Degree
- AMF Mutual Funds Representative Certificate
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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