Caisse Desjardins de Lachine is seeking a Senior Wealth Management Advisor to cultivate client relationships while offering expert financial advice. Focus on client satisfaction and strategic financial planning to meet diverse needs.
In this senior role, your expertise will be essential in managing affluent clients and assessing their satisfaction with services. You will provide tailored financial solutions and stay updated on market trends. Building long-lasting relationships will be a key part of your responsibilities, along with community representation.
Key Responsibilities:
• Provide tailored investment strategies to clients
• Assess and manage client service satisfaction
• Stay informed on financial industry trends
• Participate in community outreach initiatives
• Identify service improvement opportunities based on feedback
Requirements:
• Degree in a related discipline
• Minimum of two years in wealth management
• Certification as a mutual fund representative required
• Must be fluent in French
• Other relevant qualifications may be considered
Bring your strategic approach and relationship-building skills to drive success at Desjardins.
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📌 Senior Wealth Management Advisor Position (Quebec City)
🏢 Desjardins
📍 Quebec City
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