Enhance client wealth as a Wealth Management Consultant with Desjardins. Build trust and provide financial expertise to meet diverse member and business needs.
As a Wealth Management Consultant, you are tasked with developing strong, trust-based relationships with clients. You will assess their needs and proactively offer solutions tailored to their financial aspirations. Ensuring satisfaction and consistently improving service quality is also essential, along with active participation in the community and continual industry education.
Key Responsibilities: • Understand and address client financial strategies • Build and maintain solid client relationships • Stay informed about financial market developments • Engage in community outreach as a representative
Requirements: • Bachelor’s degree required • One year minimum experience in finance field • Mutual fund representative certification needed • Strong knowledge of finance and compliance • French language skills compulsory
Bring your interpersonal savvy and financial acumen to foster positive member experiences at Desjardins. #J-18808-Ljbffr