Excel in client relations and financial guidance as a Wealth Management Advisor with Desjardins. Leverage your interpersonal skills to meet the financial needs of members and clients.

In this role, you will be responsible for developing lasting relationships and providing personalized advice. As a Wealth Management Advisor, your mission is to understand and address the unique financial objectives of individual and business clients. Staying abreast of industry trends is crucial to create effective strategies and recommendations.

Key Responsibilities:
• Advise clients on tailored financial strategies
• Manage business relationships and assess satisfaction levels
• Keep updated on financial industry developments
• Represent Desjardins at community outreach activities

Requirements:
• Bachelor's degree in a relevant field
• At least one year of experience in wealth management
• Mutual fund representative certificate - Autorité des marchés financiers
• Proficiency in French is essential
• Expertise in financial and tax-related issues

Empower clients with financial strategies that align with their goals at Desjardins.
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📌 Client-Focused Wealth Advisor Position (Quebec City)
🏢 Desjardins Group
📍 Quebec City