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 strong 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
- Robust 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