Conseiller ou conseillère, Gestion de patrimoine

A Wealth Management Advisor at Caisse Desjardins des Technologies builds and maintains trusted, long-term relationships with affluent individual members and business owners to help them achieve their financial objectives. The role provides tailored advice on investments, financing and protection strategies while ensuring alignment with member satisfaction, business goals, prudent risk management and profitability. The advisor also collaborates with partners and experts to propose integrated solutions and represents the caisse in the community.