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. Robust 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.
📌 Wealth Management Advisor - Hybrid Client Strategist (Quebec City)
🏢 Desjardins Group
📍 Quebec City
Reply to this offer
Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.