Shape financial futures as a Wealth Management Advisor with Desjardins. Build strong client relationships, provide tailored financial strategies, and promote digital solutions in a hybrid work setting.
In this role, you will develop lasting partnerships with mass-affluent individuals and businesses to ensure client satisfaction and growth. With a focus on financial planning, portfolio diversification, and tax strategies, you'll prepare comprehensive plans to meet diverse needs. This position calls for strong interpersonal skills and a keen understanding of market trends to identify business opportunities.
Key Responsibilities:
• Advise clients on effective financial strategies
• Manage business relationships and assess satisfaction




• Stay updated on industry news and market trends
• Participate in community outreach activities
• Conduct onsite business visits to enhance relationships
Requirements:
• Bachelor's degree in a related field
• Minimum four years of relevant experience
• Mutual fund representative certification required
• Knowledge of French is essential
• Robust customer focus and tech-savvy approach
Leverage your expertise in financial services to empower clients and drive success with Desjardins.

📌 Wealth Management Advisor at Desjardins (Sainte-Thérèse)
🏢 Relevance
📍 Sainte-Thérèse