Serve Desjardins members and clients through wealth management advice, relationship development, and integrated financial strategies. This hybrid role supports individuals and business owners.

As a Wealth Management Advisor, you develop trusting business relationships and recommend solutions suited to financial situations and goals. You balance satisfaction, business objectives, profitability, and prudent risk management. You work with partners and experts to design strategies.

Key Responsibilities:

- Advise members and clients on appropriate financial strategies
- Recommend investments, loans, and insurance products
- Manage relationships and assess service quality
- Follow up and identify improvement areas
- Represent the caisse through community outreach

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
- Specialized knowledge of tax, financial, and succession issues

Apply relationship expertise, financial knowledge, and sound risk management to support Desjardins members, clients, and business owners.

📌 Wealth Management Advisor Desjardins (Canada)
🏢 Relevance
📍 Canada