25 Sep
|
Desjardins
|
Saint-Georges
25 Sep
Desjardins
Saint-Georges
Desjardins in Canada seeks a senior wealth management advisor to serve, solicit, and develop relationships with mass-affluent Signature Service members and clients. You will advise on investment and financial plan strategies using a 360° approach, aligned with the established plan and client goals.
You will work closely with the senior wealth management advisor, maintaining relationships with clients and partners, delivering premium service, and supporting business growth through compliant risk
📌 Senior Wealth Advisor – Personal Finance & Strategy (Saint-Georges)
🏢 Desjardins
📍 Saint-Georges