Shape financial futures as a Wealth Management Advisor with Desjardins. Collaborate closely with mass-affluent communities, providing tailored investment and savings strategies.
In this vital role, you'll work directly with clients, analyzing their needs and delivering personalized advice. With at least six years of relevant experience, effective communication is key to advising clients and enhancing their financial plans. You’ll also collaborate with senior advisors and partners to ensure compliance with sound risk management practices while fostering relationships crucial for business growth.
Key Responsibilities:
• Maintain personalized business relationships with clients
• Analyze client needs and provide tailored financial guidance




• Recommend strategies to senior advisors for plan development
• Monitor market trends impacting client investments
• Participate in promotional activities and special events
Requirements:
• Bachelor’s degree in a relevant field
• Minimum six years of relevant experience
• CIRO’s registration as a Registered Representative
• French language proficiency is required
• Alternative qualifications may be considered
Leverage your expertise in advising and client engagement to drive financial success at Desjardins.
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📌 Wealth Advisor At Desjardins Amos
🏢 Desjardins
📍 Amos