Desjardins is seeking a Wealth Management Advisor to develop lasting relationships with members and clients, assessing needs and offering tailored financial plans, investments, and insurance solutions. You will serve mass-affluent individuals, businesses and owners across life stages to help achieve goals.
You will promote digital solutions, conduct onsite visits, and collaborate with partners to design integrated strategies.
📌 Strategic Wealth Advisor (Montreal West)
🏢 Desjardins
📍 Montreal West
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.