Conseiller ou conseillère, Gestion de patrimoine
Desjardins(1 month ago)
About this role
A Wealth Management Advisor at Caisse Desjardins du Haut-Richelieu develops and maintains trusting, long-term relationships with retired members and personal clients to ensure their financial satisfaction. The role involves listening to clients’ needs, providing tailored financial advice, and guiding them in choosing investment, financing, and protection solutions to meet their objectives. The advisor also represents the caisse in the community and stays current on financial markets and regulatory developments.
Required Skills
- Relationship Building
- Financial Advice
- Investment Strategies
- Retirement Planning
- Client Service
- Market Knowledge
- Tax Knowledge
- Debt Management
- Regulatory Compliance
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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