Conseiller ou conseillère, Gestion de patrimoine
Desjardins(1 month ago)
About this role
A Wealth Management Advisor at Desjardins Caisse Mont‑Saint‑Bruno is a client‑facing financial professional responsible for building and maintaining long‑term relationships with members and clients. The role supports clients' financial well‑being by providing personalized wealth planning and guidance across investments, financing and protection, while representing the caisse in the community.
Required Skills
- Financial Advice
- Portfolio Management
- Retirement Planning
- Client Relations
- Tax Knowledge
- Debt Management
- Regulatory Compliance
- Market Awareness
- Interpersonal Skills
Qualifications
- Baccalauréat
- Certificat de représentant en épargne collective – Autorité des marchés financiers
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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