Conseiller ou conseillère, Gestion de patrimoine
Desjardins(1 month ago)
About this role
A Wealth Management Advisor at Caisse Desjardins des Seigneuries de la frontière develops and maintains trusted, long-term relationships with members and clients to ensure satisfaction. The role involves providing tailored financial guidance and recommending investment and protection solutions to help clients reach their financial objectives, while representing the caisse in the community.
Required Skills
- Financial Advice
- Relationship Management
- Investment Strategies
- Tax Knowledge
- Compliance
- Market Awareness
- Client Service
- Interpersonal Skills
- Communication
Qualifications
- Bachelor's Degree
- Certificat de représentant en épargne collective – Autorité des marchés financiers (AMF)
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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