Conseiller ou conseillère, Gestion de patrimoine
Desjardins(1 month ago)
About this role
A Wealth Management Advisor at Caisse Desjardins de Vaudreuil-Soulanges builds and maintains long-term trusted relationships with affluent individuals, businesses and business owners. The role provides tailored financial advice, develops comprehensive financial plans and strategies for investments, financing and protection, and acts as a resource on savings, portfolios, intergenerational transfers and taxation. The advisor promotes digital solutions, collaborates with partners to deliver integrated strategies, and identifies business opportunities while referring clients to specialists as needed.
Required Skills
- Wealth Management
- Financial Planning
- Investment Strategies
- Portfolio Management
- Client Relations
- Business Development
- Risk Management
- Taxation
- Digital Solutions
- Interpersonal Skills
Qualifications
- Bachelor's Degree
- Certificate in Financial Planning
- Mutual Fund Salesperson Certificate (AMF)
- Financial Planner (IQPF)
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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