Wealth Management Advisor At Desjardins Saint Pascal (Saint-Pascal)

Wealth Management Advisor At Desjardins Saint Pascal (Saint-Pascal)

14 Oct
|
Desjardins
|
Saint-Pascal

14 Oct

Desjardins

Saint-Pascal

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 workplace. 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.

📌 Wealth Management Advisor At Desjardins Saint Pascal (Saint-Pascal)
🏢 Desjardins
📍 Saint-Pascal

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