Conseiller ou conseillère, Gestion de patrimoine
Desjardins(1 month ago)
About this role
Conseiller(-ère) en gestion de patrimoine at Caisse Desjardins du Centre-de-la-Mauricie provides personalized financial guidance to members and business clients, helping them define and reach their financial objectives through tailored investment, financing and protection solutions. The role supports prudent risk management and contributes to the caisse’s strategic goals while maintaining strong client relationships. It also involves community representation and staying current with financial market trends.
Required Skills
- Wealth Management
- Financial Planning
- Client Relations
- Risk Management
- Investment Products
- Debt Management
- Compliance Knowledge
- Tax Knowledge
- Estate Planning
- Market Awareness
+2 more
Qualifications
- Bachelor's Degree
- AMF Collective Savings 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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