Conseiller ou conseillère, Gestion de patrimoine
Desjardins(2 months ago)
About this role
A Wealth Management Advisor at Caisse Desjardins de Bellechasse develops and maintains trusted financial relationships with individual members and business owners. The role focuses on helping members define financial goals and recommending appropriate solutions while representing the caisse in the community.
Required Skills
- Relationship Management
- Financial Advice
- Investments
- Financing
- Insurance
- Risk Management
- Interpersonal Skills
- Collaboration
- Market Knowledge
- Debt Management
+1 more
Qualifications
- Bachelor's Degree
- AMF Mutual Fund Representative Certificate
- Valid Driver's License
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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