Conseiller ou conseillère, Gestion de patrimoine
Desjardins(4 days ago)
About this role
A Wealth Management Advisor at Desjardins engages with high-net-worth clients to develop personalized financial strategies, provide advice, and build strong client relationships. The role focuses on understanding client needs, market trends, and offering tailored solutions to help clients achieve their financial goals.
Required Skills
- Financial Planning
- Client Relations
- Market Trends
- Investment Strategies
- Wealth Management
- Financial Advice
- Communication
- Business Development
- Regulatory Knowledge
- Relationship Building
Qualifications
- Baccalauréat dans une discipline appropriée
- Inscription auprès de l’OCRI
- Titre de planification financière
- 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.
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