Conseiller ou conseillère, Gestion de patrimoine
Desjardins(22 days ago)
About this role
A conseiller en gestion de patrimoine at Caisse Desjardins de Québec is responsible for building and maintaining strong relationships with high-net-worth members, offering tailored financial advice and solutions. They guide clients through financial planning, investment, and protection strategies while collaborating with colleagues and partners to meet clients' needs and foster business growth.
Required Skills
- Financial Planning
- Investment Strategies
- Taxation
- Customer Relationship
- Financial Analysis
- Legislation Knowledge
- Wealth Management
- Interpersonal Skills
- Financial Products
- Fiduciary
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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