Become a trusted Wealth Management Advisor at Desjardins! Forge strong relationships while providing expert financial advice to clients and members.
Your role will involve developing innovative financial strategies while assessing client needs and satisfaction. Engage with individual and business clients to recommend suitable investment and loan options. Staying informed about market trends and compliance regulations will be essential for fulfilling client expectations and achieving business objectives.
Key Responsibilities:
• Counsel clients on financial goals and strategies
• Monitor and enhance client satisfaction and service quality
• Remain knowledgeable about financial industry developments
• Actively participate in community outreach initiatives
Requirements:
• Bachelor’s degree in related discipline
• Minimum of one year relevant experience required
• Mutual fund representative certification necessary
• Proficiency in French and financial legislation
• Robust understanding of financial products and debt management
Apply your skills in financial advisory and relationship management to contribute meaningfully to Desjardins clients.
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📌 Desjardins Wealth Advisor Position (Levis)
🏢 Desjardins
📍 Levis