Join Caisse Desjardins de Lachine as a Wealth Management Advisor, dedicated to supporting affluent members and clients. Build and maintain relationships while advising on financial strategies and investment solutions.

This role emphasizes interpersonal skills and financial knowledge to ensure member satisfaction. You will collaborate with clients to identify their financial objectives and develop solutions tailored to their needs. Your continuous education on market trends will enhance your advising effectiveness and relationship management.

Key Responsibilities:
• Develop customized financial strategies for clients
• Manage relationships to assess member satisfaction
• Keep informed on industry best practices




• Engage in community outreach as a Desjardins representative
• Follow up to identify improvement areas in service quality

Requirements:
• A bachelor’s degree in a relevant field
• At least two years of related experience
• Autorité des marchés financiers certification is mandatory
• Fluency in French is required
• Other qualifications may be evaluated

Your role at Desjardins will be pivotal in guiding clients towards their financial goals.
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📌 Caisse Desjardins Wealth Advisor Role Quebec City
🏢 Desjardins
📍 Quebec City