Conseiller en Gestion de Patrimoine – Relation Client in Québec

Conseiller en Gestion de Patrimoine – Relation Client in Québec

Québec Full-Time 63000 - 77000 $ / year (est.) Hybrid
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At a Glance

  • Tasks: Build lasting relationships with clients while assessing their financial needs and offering tailored solutions.
  • Company: Desjardins Beauport, a leader in wealth management with a focus on client satisfaction.
  • Benefits: Hybrid work model, significant perks, and professional guidance.
  • Other info: Opportunity to work with diverse clients and grow your career.
  • Why this job: Join a dynamic team and make a real difference in clients' financial journeys.
  • Qualifications: Experience in client relations and financial assessment skills.

The predicted salary is between 63000 - 77000 $ per year.

Desjardins Beauport cherche un conseiller en gestion de patrimoine pour développer et maintenir une relation d’affaires durable avec les membres et clients, en évaluant leurs besoins financiers et en proposant des solutions adaptées.

Vous travaillerez avec une clientèle variée incluant particuliers et entreprises, assurant la cohérence entre satisfaction client, objectifs d’affaires et gestion des risques.

Poste hybride avec des avantages significatifs et un encadrement professionnel.

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Conseiller en Gestion de Patrimoine – Relation Client in Québec employer: Desjardins

Desjardins is an exceptional employer that fosters a collaborative and inclusive work culture, making it an ideal place for professionals looking to thrive in the legal field. With a strong emphasis on employee development and innovation, you will have the opportunity to lead a dedicated team while contributing to meaningful outcomes for clients and members. Located in a vibrant community, Desjardins offers competitive benefits and a commitment to diversity, ensuring that every employee feels valued and empowered.

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Contact Details:

Desjardins Recruitment Team

We think you need these skills to ace Conseiller en Gestion de Patrimoine – Relation Client in Québec

Gestion de la relation client
Évaluation des besoins financiers
Proposition de solutions adaptées
Satisfaction client
Objectifs d'affaires
Gestion des risques
Compétences en communication