Wealth Management Advisor - Hybrid Client Strategist (Laurentides)

Wealth Management Advisor - Hybrid Client Strategist (Laurentides)

11 Oct
|
Desjardins Group
|
Laurentides

11 Oct

Desjardins Group

Laurentides

Desjardins Group is seeking a wealth management advisor to develop lasting client relationships and provide tailored financial guidance. You will assess needs, offer investment and insurance solutions, and coordinate with specialists to design integrated strategies. Solid interpersonal skills and market awareness are essential for success.

You will promote digital tools, support team members at the caisse, and participate in community outreach while balancing profitability and risk management.

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📌 Wealth Management Advisor - Hybrid Client Strategist (Laurentides)
🏢 Desjardins Group
📍 Laurentides

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