Elevate financial advisory services as a Financial Advisor at Desjardins. Focus on building trustful relationships with clients to help them achieve their personalized financial objectives.

As a Wealth Management Advisor, you will support individual clients and business owners in navigating their financial landscapes. Your role involves deep listening to understand their needs, followed by strategic offerings of investment, loan, and insurance products. By collaborating with various partners, you will craft integrated solutions tailored to their requirements and enhance overall client satisfaction.

Key Responsibilities:
• Offer tailored financial advice and recommend strategies
• Monitor business relationships and client service quality




• Conduct outreach activities to represent Desjardins
• Stay informed about financial service trends and best practices
• Collaborate with internal experts for client-specific solutions

Requirements:
• Bachelor’s degree in finance or related field
• At least one year of relevant advisory experience
• Required mutual fund representative certification
• Proficiency in French necessary
• Consideration for alternative qualifications available

Utilize your advisory skills to foster financial growth and satisfaction for Desjardins' diverse clientele.
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📌 Financial Advisor Role with Desjardins (Quebec City)
🏢 Desjardins Group
📍 Quebec City