Advise individual members and business owners on investments, loans, and insurance while building lasting client relationships. Use interpersonal savvy to understand financial needs and goals.
As a wealth management advisor, you develop and maintain trusting business relationships with members and clients. You recommend strategies and appropriate financial solutions suited to their situations. Your work balances satisfaction, business objectives, profitability, and prudent risk management.
Key Responsibilities: Advise members and clients on appropriate financial strategies
Identify expected results with members and clients
Recommend investments, loans, and insurance products
Design integrated strategies with partners and experts
Assess satisfaction, service quality, and improvement areas
Requirements: Bachelor’s degree in a related field
Minimum one year of relevant experience
Mutual fund representative certificate from Autorité des marchés financiers
Knowledge of French is required
Interpersonal savvy and customer focus
Apply wealth management expertise, relationship development, and financial strategy skills supporting Desjardins members, clients, and business owners.

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📌 Wealth Management Advisor Investments Loans Insurance (Nova Scotia)
🏢 Desjardins
📍 Nova Scotia