29 Sep
|
Hmara
|
La Sarre
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 solid, 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 robust 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
Solid knowledge of finance and compliance
French language skills compulsory Bring your interpersonal savvy and financial acumen to foster positive member experiences at Desjardins.
📌 Desjardins Wealth Management Consultant La Sarre
🏢 Hmara
📍 La Sarre