Conseiller ou conseillère, Gestion de patrimoine
Desjardins(7 days ago)
About this role
A Wealth Management Advisor at Desjardins in Caisse des Cinq-Cantons focuses on building and maintaining trust-based relationships with members and clients, providing financial advice, and offering tailored solutions across various financial products. The role emphasizes customer satisfaction, market awareness, and representing the institution in the community.
Required Skills
- Financial Advice
- Client Relations
- Investment Strategies
- Financial Planning
- Risk Management
- Market Analysis
- Customer Service
- Savings Products
- Fiduciary Duty
- Financial Legislation
Qualifications
- Baccalauréat dans une discipline appropriée
- Certificat de représentant 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.
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