Shape financial success for clients as a Wealth Management Advisor with Desjardins. Use your expertise to build relationships, guide investment strategies, and ensure member satisfaction.

Desjardins seeks a Wealth Management Advisor to foster solid relationships with individual and business clients. You'll assess client needs, advise on financial strategies, and implement effective solutions tailored to their goals. The role requires a solid grasp of financial trends and products to enhance client satisfaction and profitability.

Key Responsibilities:
• Advise clients on best financial strategies and expected outcomes
• Manage and assess member/client satisfaction and service quality
• Stay updated on financial services trends and market practices
• Participate in community outreach to represent Desjardins

Requirements:
• Bachelor's degree in a related field
• Minimum one year of relevant experience
• Mutual fund representative certificate - Autorité des marchés financiers
• Knowledge of French is required
• Specialized knowledge of tax and financial issues

Drive client satisfaction and equip them with the right tools to achieve financial goals at Desjardins.
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📌 Wealth Management Advisor at Desjardins (Quebec City)
🏢 Desjardins Group
📍 Quebec City