Shape financial futures as a Wealth Management Advisor with Desjardins. Develop lasting client relationships by offering tailored financial solutions and expert advice to meet diverse financial goals.

In this role, you'll cultivate and maintain solid relationships with individual and business clients. Your key skills in interpersonal savvy and customer focus will drive results, recommend suitable investments, and align with client satisfaction. Stay informed about market trends and industry best practices to deliver integrated financial strategies.

Key Responsibilities:
• Advise clients on optimal financial strategies
• Manage relationships and assess satisfaction levels
• Stay updated on market trends and financial practices
• Participate in community outreach activities

Requirements:
• Bachelor’s degree in a related field
• Minimum one year relevant experience
• Mutual fund representative certificate required
• Knowledge of current financial events and practices
• Bilingual with proficiency in French

Engage with clients, drive results, and leverage your expertise to make impactful financial recommendations as a Wealth Management Advisor.
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📌 Wealth Management Advisor at Desjardins (Quebec City)
🏢 Relevance
📍 Quebec City