Wealth Management Advisor, Service Signature
Desjardins(11 days ago)
About this role
A Wealth Management Advisor at Desjardins Service Signature Ontario develops and maintains relationships with high-net-worth clients, providing personalized financial strategies, advice, and solutions to meet their complex financial and personal goals. The role involves collaboration with professionals, market trend analysis, and promotion of services, targeting an affluent clientele.
Required Skills
- Financial Planning
- Client Relationship
- Wealth Management
- Market Analysis
- Communication
- Bilingual
- Sales Development
- Financial Advisory
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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