13 Aug
|
Desjardins
|
Gaspésie–Îles-de-la-Madeleine
13 Aug
Desjardins
Gaspésie–Îles-de-la-Madeleine
Become a trusted partner in financial growth as a Wealth Management Advisor at Desjardins. Develop lasting relationships with clients, providing tailored financial advice and solutions. In this advisory role, you will connect with affluent individuals and business owners to deliver personalized financial strategies.
Your expertise will guide clients in navigating investments, loans, and insurance while ensuring satisfaction and prudent risk management. Robust interpersonal skills are essential as you assess client needs and market trends. Key Responsibilities:
- Advise clients on optimal financial strategies
- Manage and enhance business relationships
- Assess service quality and member satisfaction
- Stay informed on financial services and trends
- Represent the Caisse in community outreach activities Requirements:
- Bachelor’s degree in relevant field
- Minimum two years of experience in the sector
- Knowledge of French required
- Action-oriented with a customer focus
- Strong interpersonal skills and ability to learn quickly Leverage your expertise in wealth management to build client trust and satisfaction at Desjardins.
📌 Wealth Management Advisor at Desjardins (Gaspésie–Îles-de-la-Madeleine)
🏢 Desjardins
📍 Gaspésie–Îles-de-la-Madeleine