Wealth Management Advisor: Build Client Portfolios (Montreal)

Wealth Management Advisor: Build Client Portfolios (Montreal)

29 Oct
|
Desjardins
|
Montreal

29 Oct

Desjardins

Montreal

Desjardins in Montreal seeks an Associate Wealth Management Advisor to service, prospect for, solicit, and grow relationships with members and clients. You will focus on discretionary management, mutual funds, ETFs and structured products, tailoring solutions to client needs.

You balance sales objectives with prudent risk management, profitability and client satisfaction, driving portfolio growth and cross-sell opportunities across distribution channels.

📌 Wealth Management Advisor: Build Client Portfolios (Montreal)
🏢 Desjardins
📍 Montreal

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