Build trusted relationships at Desjardins by listening to financial needs and recommending solutions for members, clients, and business owners. Apply robust customer focus daily.

This wealth management advisor position centers on relationship management, satisfaction, and service quality. You support individual members and business owners through advice tailored to their financial situations and goals. You also represent the caisse in the community and stay informed about industry developments.

Key Responsibilities:

- Develop lasting business relationships with members and clients
- Listen to needs and provide suitable financial advice
- Manage relationships and follow up on satisfaction
- Identify service quality improvement opportunities
- Participate in community outreach activities

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
- Action oriented and results driven approach

Support Desjardins clients through attentive advice, service quality follow-up, and relationship management across financial needs.

📌 Desjardins Financial Advisor Client Relationships (Bedford)
🏢 Desjardins
📍 Bedford