Guide Signature Service members with investment strategies and personalized advice as a Wealth Management Advisor in a hybrid work model. French is required.

As a Wealth Management Advisor, you serve, solicit, develop, and maintain relationships with mass-affluent members and clients. You advise on savings, investments, and financial plan strategies using the 360° approach. Working closely with a senior advisor, you support premium service, business growth, and sound risk and compliance management.

Key Responsibilities:

- Maintain personalized relationships with existing members and clients
- Analyze needs and formulate personalized investment guidance
- Recommend strategies and solutions to the senior advisor
- Monitor market movements affecting investments
- Participate in speaking events and information sessions

Requirements:

- Bachelor’s degree in a related field
- Minimum six years of relevant experience
- French language proficiency
- Effective communication and interpersonal savvy
- Customer focus and drive to deliver results

Apply investment planning, market awareness, and relationship skills while supporting Desjardins Signature Service clients.

📌 Wealth Management Advisor Investments (St-Hyacinthe)
🏢 Desjardins
📍 St-Hyacinthe