Conseiller ou conseillère, Gestion de patrimoine
Desjardins(11 days ago)
About this role
A conseiller en gestion de patrimoine at Caisse Desjardins du Nord de Sherbrooke focuses on building strong, trusting relationships with members and clients, offering tailored financial advice and solutions to help them reach their financial goals. The role involves understanding client needs, evaluating satisfaction, staying informed on financial trends, and collaborating with partners. It emphasizes customer service, relationship management, and financial expertise in a cooperative environment.
Required Skills
- Client Relations
- Financial Planning
- Investment Strategies
- Fiduciary Duty
- Regulatory Knowledge
- French
- Financial Advice
- Customer Service
- Relationship Management
- Financial Regulations
Qualifications
- Certificat de représentant(e) en épargne collective – Autorité des marchés financiers
- Baccalauréat dans une discipline appropriée
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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