Join Desjardins as a Wealth Management Advisor in a temporary role lasting 18 months. Deliver exceptional financial strategies to mass-affluent members through a personalized, client-focused approach.
This position involves close collaboration with the senior wealth management advisor, allowing you to leverage your interpersonal skills to create and maintain vital business relationships. You will analyze client needs, recommend tailored investment solutions, and actively engage in business development activities using the cutting-edge 360° approach. Your ability to drive compliance will support business growth, ensuring full client satisfaction.
Key Responsibilities:
• Analyze needs and create personalized financial strategies




• Engage in regular interaction with clients and associates
• Recommend strategies to the senior advisor
• Monitor market trends affecting client portfolios
• Participate in community promotional activities
Requirements:
• Bachelor's degree in a relevant field
• Minimum of six years of related experience
• Registration as a CIRO Registered Representative
• French language proficiency required
• Excellent communication skills
Utilize your expertise in wealth management to foster client relationships and grow your career with Desjardins.
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📌 Temporary Wealth Management Advisor Role Amos
🏢 Desjardins Group
📍 Amos