Join Desjardins as a Wealth Management Advisor and build trust-based financial relationships with clients. Your role involves offering tailored advice to help clients meet their financial goals in a hybrid work setting.

As a Wealth Management Advisor, you’ll manage relationships with individual members and business owners. This role focuses on understanding client needs, providing investment and insurance recommendations, and developing integrated strategies. You will also assess client satisfaction, stay abreast of industry practices, and engage with the community through outreach activities.

Key Responsibilities:
• Advise clients on optimal financial strategies
• Manage and assess member/client satisfaction




• Conduct outreach activities to represent Desjardins
• Stay updated on market trends and best practices
• Collaborate with partners to create integrated solutions

Requirements:
• Bachelor’s degree in a related field
• Minimum one year of relevant experience
• Mutual fund representative certificate required
• Knowledge of French is necessary
• Understanding of financial compliance and products

Utilize your financial expertise to enhance client satisfaction and deliver results at Desjardins.
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📌 Wealth Management Advisor at Desjardins (Quebec City)
🏢 Desjardins
📍 Quebec City