Elevate your career as an Associate Wealth Management Advisor with Desjardins, focusing on client relationship building and securities products sales. You’ll engage in portfolio management and personalized financial solutions to enhance client satisfaction.

This position is designed for individuals with solid interpersonal skills. You will help clients identify needs, advise on strategies, and ensure retention by addressing complexities in financial requests. Collaboration with clients enables you to provide tailored solutions while monitoring industry trends for best practices in wealth management.

Key Responsibilities:
• Establish and nurture advisory relationships with clients
• Recommend financial strategies based on client needs




• Handle complex client requests and follow up
• Compile data and prepare impactful recommendations
• Assess service quality and pursue continuous improvement

Requirements:
• College diploma in a relevant field
• At least three years of related experience
• Proficiency in French required
• Customer-focused with drive for results
• Skilled in analyzing market trends and client satisfaction

Join Desjardins and make an impact through strategic advisory and client engagement.
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📌 Associate Wealth Advisor Role At Desjardins Quebec City
🏢 Desjardins
📍 Quebec City