Conseiller ou conseillère, Gestion de patrimoine
Desjardins(1 month ago)
About this role
A Wealth Management Advisor at Caisse Desjardins de Salaberry-de-Valleyfield develops and maintains trusted, long-term relationships with members and clients and advises them on financial solutions. The role guides individuals and business owners on investments, financing and protection products, collaborating with partners to propose tailored strategies and support clients in reaching their financial goals.
Required Skills
- Wealth Advice
- Relationship Management
- Investment Products
- Financing Advice
- Protection Strategies
- Estate Planning
- Debt Management
- Regulatory Compliance
- Financial Analysis
- Client Representation
+2 more
Qualifications
- Baccalauréat
- Certificat de représentant(e) 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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