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