Apply wealth planning expertise and interpersonal savvy as a Wealth Management Advisor serving Desjardins Signature Service members and clients. Deliver tailored financial advice for complex goals.

This advisor serves affluent members, high-income earners, professionals, and business owners. You develop personalized strategies across savings, investments, and banking. The work requires extensive business knowledge, communication skills, and prudent risk management.

Key Responsibilities:

- Develop and maintain relationships with affluent members and clients
- Provide personalized strategies and tailored financial advice
- Build comprehensive 360° offerings around client needs
- Develop action plans supporting sales objectives and business plans
- Maintain market knowledge and business community presence

Requirements:

- Bachelor’s degree in a related field
- Minimum four years of relevant experience
- Knowledge of French is required
- Registered or eligible as a Registered Representative
- Financial Planner designation required

Use wealth management, financial planning, and relationship-building expertise to advise Desjardins clients with specific, complex needs.

📌 Wealth Management Advisor Desjardins (Granby)
🏢 Desjardins
📍 Granby