Conseiller ou conseillère, Gestion de patrimoine
Desjardins(14 days ago)
About this role
A conseiller en gestion de patrimoine at Caisse Desjardins de l'Île-des-Sœurs - Verdun provides personalized financial advice to members and clients, helping them achieve their financial goals through tailored solutions and maintaining strong, trust-based relationships. The role involves understanding client needs, offering strategies, and collaborating with partners within a cooperative financial environment.
Required Skills
- Financial Planning
- Client Relations
- Investment Strategies
- Fiduciary Duty
- Customer Service
- Financial Products
- Legislation Knowledge
- Taxation
- Debt Management
- Compliance
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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