Step into the role of Wealth Management Expert with Desjardins, where client relationships and tailored financial advice shape your day-to-day. Focus on client satisfaction through innovative financial solutions.

Your mission in this role is to build and maintain robust relationships with clients and members, understanding their financial goals and crafting suitable strategies. Solid communication and strategic insight are essential for assessing satisfaction and driving results. You'll engage with a client base that includes personal and business accounts, ensuring their financial needs are met effectively.

Key Responsibilities:
• Provide tailored advice on financial strategies
• Manage client relationships and service quality assessments




• Stay informed on financial services trends
• Engage in community outreach for brand representation

Requirements:
• Bachelor’s degree in a relevant field
• Minimum of one year of related experience
• Bilingual capability in French is essential
• Mature understanding of financial products and compliance
• Mutual fund representative certificate needed

Leverage your knowledge and relationships to contribute to client satisfaction and organizational success at Desjardins.
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📌 Wealth Management Expert at Desjardins (Quebec City)
🏢 Desjardins
📍 Quebec City