Support Desjardins members and clients through wealth management advice, portfolio oversight, and personalized investment solutions. Build relationships while balancing sales and risk management.
As an Associate Wealth Management Advisor, you serve, prospect for, solicit, and develop business relationships. You support securities sales across discretionary management, mutual funds, exchange-traded funds, and structured products. You analyze needs, propose integrated offers, and support client retention through responsive advice and follow-up.
Key Responsibilities: Establish advisory relationships and identify current and potential needs
Set goals and recommend suitable solutions and strategies
Analyze complex client needs and manage requests
Collect data, prepare reports,
and develop recommendations
Oversee portfolios and improve service quality when needed
Requirements: General college diploma in a related field
Minimum three years of relevant experience
French proficiency, both oral and written
Knowledge of French required for Quebec positions
Other qualification and experience combinations may be considered
Apply relationship management, investment knowledge, portfolio oversight, and client-focused advice as an Associate Wealth Management Advisor at Desjardins.