Wealth Management Expert at Desjardins (Quebec City)

Wealth Management Expert at Desjardins (Quebec City)

18 Aug
|
Desjardins
|
Quebec City

18 Aug

Desjardins

Quebec City

Join Desjardins as a Wealth Management Advisor, dedicated to guiding affluent clients in financial decisions. Showcase your prowess in investments, loans, and insurance solutions while building client trust.

You will play a crucial role in the lives of high-net-worth individuals and business owners, helping them achieve their financial goals. This position focuses on developing robust business relationships, assessing satisfaction levels, and adapting strategies to meet client needs effectively. Active participation in community outreach enhances your role and Desjardins' visibility.

Key Responsibilities:
• Provide expert advice on financial solutions
• Monitor and improve client satisfaction levels
• Keep abreast of industry best practices
• Engage in community representation activities

Requirements:
• Relevant Bachelor’s degree mandatory
• At least two years of industry experience required
• Must possess a mutual fund representative certificate
• Strong understanding of financial markets and regulations
• Proficiency in French required

Apply your knowledge and interpersonal savvy to elevate clients' financial wellbeing with Desjardins.
#J-18808-Ljbffr

📌 Wealth Management Expert at Desjardins (Quebec City)
🏢 Desjardins
📍 Quebec City

Reply to this offer

Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.

Subscribe to this job alert:

Get the latest job offers by email for: wealth management expert at desjardins (quebec city) / quebec city

Subscribe to this job alert:

Get the latest job offers by email for: wealth management expert at desjardins (quebec city) / quebec city