Join Desjardins as a Wealth Management Advisor to build trust and deliver expert financial solutions. Focus on affluent clients and businesses to drive their financial initiatives forward.

This challenging role involves understanding client needs, managing relationships, and providing advice on investment and financial strategies. You will leverage your knowledge of financial products and services as you work closely with members to ensure satisfaction and successful outcomes. A proven record with at least two years in wealth management is required.

Key Responsibilities:



• Consult on financial strategies tailored to client needs • Evaluate member satisfaction and service quality • Stay current on industry and market developments • Collaborate to develop effective financial solutions • Participate in community outreach as a Desjardins representative

Requirements: • Bachelor’s degree in a related field • Minimum of two years relevant experience necessary • Required mutual fund representative certification • Knowledge of French is obligatory • Familiarity with financial compliance regulations

Utilize your skills in wealth management to make a positive impact at Desjardins while guiding clients to achieve their financial aspirations.

📌 Desjardins Wealth Management Advisor Role (Stoneham-et-Tewkesbury)
🏢 Desjardins Group
📍 Stoneham-et-Tewkesbury