Elevate your career with Desjardins as a Wealth Management Advisor in a hybrid mode. Foster lasting relationships with clients while providing tailored financial solutions. In this role, you will develop trusted business relationships with members and clients, aiding them in achieving their financial goals.

Your expertise in financial planning, investment strategies, and risk management will be vital. You’ll collaborate with mass-affluent individuals and businesses across all life stages, ensuring satisfaction while identifying growth opportunities. Key Responsibilities:

- Advise clients on strategies and target outcomes
- Manage and assess client satisfaction and service quality
- Track industry trends and identify business opportunities
- Participate in community outreach activities
- Conduct onsite visits for business assessments Requirements:
- Bachelor’s degree in a related field
- Minimum four years of relevant experience
- Mutual fund representative certificate required
- Financial Planner title necessary
- Advanced English and French proficiency Play a pivotal role in financial empowerment and client satisfaction with Desjardins.

📌 Wealth Management Advisor Hybrid Role (Montreal)
🏢 Relevance
📍 Montreal