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 prospects 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.

📌 Senior Wealth Management Advisor Position Montreal West
🏢 Desjardins
📍 Montreal West