Conseiller ou conseillère, Gestion de patrimoine
Desjardins(14 days ago)
About this role
A conseiller en gestion de patrimoine chez Desjardins specializes in building and maintaining strong relationships with high-net-worth clients, providing tailored financial advice and strategies to meet their personal and financial goals. The role involves collaboration with senior advisors, staying informed on market trends, and offering high-quality client service.
Required Skills
- Customer Service
- Financial Planning
- Investment Strategies
- Relationship Building
- Market Analysis
- Client Advisory
- Financial Products
- Risk Management
- Communication
- Regulations
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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