Conseiller ou conseillère, Gestion de patrimoine
Desjardins(13 days ago)
About this role
A conseiller en gestion de patrimoine at Desjardins de Rimouski develops and maintains trust-based relationships with members and clients, providing tailored financial advice and strategies to meet their financial goals. The role involves client interaction, developing business strategies, and acting as a resource in financial planning and investments.
Required Skills
- Financial Planning
- Investment Strategies
- Client Relations
- Tax Knowledge
- Financial Analysis
- Wealth Management
- Retirement Planning
- Estate Planning
- Market Analysis
Qualifications
- Titre de planificateur(-trice) financier(-ère)
- Certificat de représentant(e) 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.
View more jobs at Desjardins →Apply instantly with AI
Let ApplyBlast auto-apply to jobs like this for you. Save hours on applications and land your dream job faster.
More jobs at Desjardins
Similar Jobs
Conseiller(ère) en gestion de patrimoine
iA Private Wealth(1 month ago)
Conseiller en gestion de patrimoine F/H - Agence à distance (92)
Abeille Assurances(1 month ago)
Senior Financial Planner
Kestra Financial Independent Advisor(1 year ago)
VP, Wealth Management Advisor - Palo Alto, CA
Fidelity(7 days ago)
Conseillère ou Conseiller-Audit interne
Raymond Chabot Grant Thornton(9 months ago)
VP, Wealth Management Advisor - Orlando/Tampa
Fidelity(1 month ago)