Elevate your career as an Advisor in Wealth Management Services at Desjardins, where fostering client relationships is key. Assist affluent clients and business owners in achieving their financial aspirations with tailored solutions. In this advisory role, your ability to listen and understand client needs will guide them toward effective financial strategies.

You’ll collaborate with multiple stakeholders to recommend the best investments, loans, and insurance options while ensuring client and business objectives align perfectly. Key Responsibilities:
Cultivate robust relationships with high-net-worth clients
Guide clients in identifying and achieving financial goals
Monitor and improve client satisfaction metrics
Remain current on industry trends and financial services
Engage in community outreach for Desjardins’ representation Requirements:
Bachelor’s degree in a relevant discipline
Minimum of two years in wealth management
Holding a mutual fund representative certificate
Required proficiency in French
Solid orientation towards customer service Utilize your wealth management expertise to drive client satisfaction in your role at Desjardins.

📌 Advisor, Wealth Management Services Montreal
🏢 Desjardins Group
📍 Montreal