Conseiller(ère) Patrimoine — Stratégie Client & Croissance in Québec

Conseiller(ère) Patrimoine — Stratégie Client & Croissance in Québec

Québec Full-Time 63000 - 77000 $ / year (est.) On-site
D

At a Glance

  • Tasks: Build lasting relationships with clients and provide tailored financial advice.
  • Company: Caisse Desjardins de Beauport, a leader in wealth management.
  • Benefits: Competitive salary, flexible hours, and opportunities for professional growth.
  • Other info: Join a supportive team focused on client satisfaction and success.
  • Why this job: Make a real difference in clients' financial lives while growing your career.
  • Qualifications: Strong communication skills and a passion for finance.

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

La Caisse Desjardins de Beauport recrute un conseiller en gestion de patrimoine pour développer et entretenir une relation d’affaires durable avec les membres et clients. Vous écouterez leurs besoins, offrirez des conseils adaptés à leur situation financière et les accompagnerez dans le choix de solutions de placement, financement et protection, en veillant à la satisfaction et à la rentabilité de la caisse.

Conseiller(ère) Patrimoine — Stratégie Client & Croissance 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.

D

Contact Details:

Desjardins Recruitment Team

We think you need these skills to ace Conseiller(ère) Patrimoine — Stratégie Client & Croissance in Québec

Gestion de patrimoine
Relation client
Écoute active
Conseils financiers
Solutions de placement
Solutions de financement
Protection financière