Conseiller principal ou conseillère principale en gestion de patrimoine
Desjardins(21 days ago)
About this role
A Wealth Management Advisor at Desjardins provides tailored financial advice and solutions to high-net-worth clients, developing business strategies and maintaining strong client relationships. The role involves offering expert guidance on investments, managing client portfolios, and collaborating with a team of professionals to meet clients' complex financial needs.
Required Skills
- FinancialPlanning
- InvestmentStrategies
- ClientRelations
- PortfolioManagement
- RegulatoryCompliance
- WealthManagement
- MarketAnalysis
- FinancialAdvisory
- RelationshipBuilding
- TeamLeadership
Qualifications
- Bachelor's Degree
- Certificate of Collective Savings Advisor (AFS)
- Inscription auprès de l’OCRI
- Certified Financial Planner (CFP)
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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