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.

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