Enhance your career as a Wealth Management Advisor with Desjardins, focusing on personalized financial strategies for affluent clients in a temporary role for 18 months.
In this pivotal position, you will cultivate and maintain high-quality business relationships with clients and Signature Service members. Collaborating with the senior wealth management advisor, you will analyze client needs, provide tailored financial advice, and implement investment strategies. Effective communication skills and interpersonal savvy are vital to thrive in this role.
Key Responsibilities:
• Maintain personalized business relationships with clients
• Analyze client needs for financial planning
• Recommend strategies to the senior advisor
• Monitor market trends impacting investments
• Participate in promotional and informational events
Requirements:
• Bachelor's degree in a related field
• Minimum six years of relevant experience
• CIRO registration as Registered Representative
• Knowledge of French is required
• Alternative qualifications may be considered
Drive results and client satisfaction as a Wealth Management Advisor at Desjardins.
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📌 Wealth Management Advisor at Desjardins (Quebec City)
🏢 Desjardins
📍 Quebec City
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