Join Desjardins as a Senior Wealth Management Advisor, providing expert guidance to affluent clients over an 18-month contract focused on financial growth.

This role involves maintaining robust business relationships with Signature Service members while assisting in the launch of comprehensive financial strategies. You will collaborate closely with a senior advisor to deliver personalized investment advice, fostering long-term relationships to support effective client outcomes. Exceptional communication and interpersonal skills are essential.

Key Responsibilities:
• Cultivate high-quality client relationships
• Formulate personalized advice for investments
• Support the senior advisor with strategy recommendations
• Keep abreast of market influences on investments
• Engage in promotional speaking and information sessions

Requirements:
• Bachelor’s degree in finance or related field
• At least six years of experience in wealth management
• CIRO registration as a Registered Representative
• Must be proficient in French
• Other qualifications may be evaluated

Be a key player in helping clients achieve their financial goals at Desjardins.
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📌 Senior Wealth Management Advisor Role Quebec City
🏢 Desjardins
📍 Quebec City