Conseiller Ou Conseillère, Gestion De Patrimoine

Desjardins General Insurance

Montreal, QC, CA
Competitive salary; annual bonus available; define...
Client relationship management
Financial product sales
Debt management expertise
You will play a crucial role in listening to members and clients to optimize their financial health

Job Summary

  • You will play a crucial role in listening to members and clients to optimize their financial health.
  • The company offers a competitive salary, annual bonus, and four weeks of flexible vacation from the first year.
  • Desjardins is committed to equity, diversity, and inclusion with zero tolerance for discrimination.

Matching Summary

You will play a crucial role in listening to members and clients to optimize their financial health.

Salary

Competitive salary; Annual bonus available; Defined benefit pension plan included

Skills & Requirements

Must-have

  • Client relationship management
  • Financial product sales
  • Debt management expertise
  • French language proficiency

Nice-to-have

  • Knowledge of current financial trends
  • Tax and succession planning knowledge
  • Commitment to diversity and inclusion

Key Requirements

  • Bachelor's degree in appropriate discipline
  • Minimum one year of relevant experience
  • AMF Collective Savings Representative Certificate
  • Specialized knowledge in tax, financial, and succession matters

Work Rights

Not specified

Tailored Resume

Cover Letter