Senior Wealth Advisor - Premium, 360° Planning (Saint-Hyacinthe)

Senior Wealth Advisor - Premium, 360° Planning (Saint-Hyacinthe)

30 Aug
|
Desjardins Group
|
Saint-Hyacinthe

30 Aug

Desjardins Group

Saint-Hyacinthe

Desjardins Group seeks a senior wealth management advisor to build and maintain relationships with mass-affluent Signature Service members and clients. You will advise on strategies with the 360° approach, focusing on savings and investments, and collaborate with the senior wealth management advisor to support client goals. You will ensure risk and compliance management, provide premium client support, and pursue business development through regular client contact and partner collaboration. #J-18808-Ljbffr

📌 Senior Wealth Advisor - Premium, 360° Planning (Saint-Hyacinthe)
🏢 Desjardins Group
📍 Saint-Hyacinthe

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