Conseiller(ère), IG Gestion de patrimoine, Canal organisationnel (Fonds en commun) - Québec
Télétravail · Quebec, Quebec, Canada
Develop comprehensive financial plans addressing clients’ short- and long-term goals, investments, taxes, retirement, risk management, and estate planning. Serve established clients proactively, strengthen client relationships, manage communications and retention campaigns, and use digital tools and business analytics to improve service and identify opportunities.