Conseiller ou conseillère, Gestion de patrimoine
Desjardins(1 month ago)
About this role
A Wealth Management Advisor at Caisse populaire Desjardins de Gatineau builds and maintains trusted relationships with members and clients to understand their financial needs and goals. The role provides tailored advice and recommends investment, financing, and protection solutions while collaborating with internal partners and representing the caisse in the community.
Required Skills
- Financial Advice
- Investment Products
- Financing
- Protection Products
- Risk Management
- Market Trends
- Client Relationship
- Business Development
- Debt Management
- Regulatory Compliance
+2 more
Qualifications
- Baccalauréat
- Certificat représentant en épargne collective - AMF
- French Language
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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