Wealth Management Advisor at Desjardins (Quebec City)

Wealth Management Advisor at Desjardins (Quebec City)

12 Oct
|
Desjardins
|
Quebec City

12 Oct

Desjardins

Quebec City

Join Desjardins as a Wealth Management Advisor, where your skills in client relationships and financial strategies will thrive. Engage with members while helping them achieve their financial goals in a rewarding setting.

In this role, you'll develop and maintain trusting relationships with individual members and business clients. Your responsibilities include offering tailored financial advice, assessing client satisfaction, and staying informed on market trends. Your interpersonal skills drive results through strategic recommendations in investments, loans, and insurance products.

Key Responsibilities:
• Advise clients on financial strategies and expected outcomes
• Manage member satisfaction and assess service quality




• Stay updated on financial services industry trends
• Participate in community outreach activities

Requirements:
• Bachelor's degree in a relevant field
• Minimum one year of relevant experience
• Mutual fund representative certificate from Autorité des marchés financiers
• Knowledge of French is required
• Understanding of financial regulations and compliance

Leverage your financial expertise as you support Desjardins members in achieving their financial aspirations.
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📌 Wealth Management Advisor at Desjardins (Quebec City)
🏢 Desjardins
📍 Quebec City

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