Elevate your career with Desjardins as a Wealth Management Advisor in a hybrid mode. Foster lasting relationships with clients while providing tailored financial solutions.In this role, you will develop trusted business relationships with members and clients, aiding them in achieving their financial goals. Your expertise in financial planning, investment strategies, and risk management will be vital. You'll collaborate with mass-affluent individuals and businesses across all life stages, ensuring satisfaction while identifying growth opportunities.Key Responsibilities:Advise clients on strategies and target outcomesManage and assess client satisfaction and service qualityTrack industry trends and identify business opportunitiesParticipate in community outreach activitiesConduct onsite visits for business assessmentsRequirements:Bachelor's degree in a related fieldMinimum four years of relevant experienceMutual fund representative certificate requiredFinancial Planner title necessaryAdvanced English and French proficiencyPlay a pivotal role in financial empowerment and client satisfaction with Desjardins.

📌 Wealth Management Advisor Hybrid Role (Montreal River)
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📍 Montreal River