Drive client satisfaction as a Client-Focused Wealth Advisor with Desjardins. Your mission: help clients achieve financial success through personalized advisory services tailored to their needs.

In this pivotal role at Desjardins, you will engage with clients, both individuals and business owners, to develop trusting and productive relationships. By assessing their financial situations and proposing strategic investment, loan, and insurance options, you will play a crucial role in their financial journey. Additionally, your engagement in community outreach will further solidify Desjardins’ reputation as a trusted partner.

Key Responsibilities:
• Provide expert financial advice to clients
• Assess and improve client satisfaction levels




• Stay current on industry trends and developments
• Collaborate with professionals to tailor financial strategies
• Represent the caisse during community outreach efforts

Requirements:
• Bachelor’s degree in a related area
• Minimum of one year in a relevant role
• Autorité des marchés financiers mutual fund certificate
• Fluent in French required
• Open to other qualifications with relevant experience

Apply your expertise to support and grow client relationships at Desjardins.
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📌 Client-Focused Wealth Advisor at Desjardins (Quebec City)
🏢 Desjardins Group
📍 Quebec City