Recommend investments, loans, and insurance products while supporting clients’ financial goals through tailored wealth management strategies. Desjardins offers a hybrid work arrangement.
This Wealth Management Advisor serves individual members and business owners through advice grounded in their financial situations. You maintain lasting relationships, identify expected results, and collaborate with partners and experts on integrated strategies. Industry awareness and interpersonal savvy are central.
Key Responsibilities: Listen to needs and recommend suitable solutions
Develop strategies supporting financial goals
Identify expected results with members and clients
Stay current on markets and industry practices
Participate in caisse community outreach activities
Requirements: Bachelor's degree in a related discipline
At least one year of relevant experience
Mutual fund representative certificate from Autorité des marchés financiers
Knowledge of French is required
Knowledge of debt management and financial services compliance
Use investment, lending, insurance, and relationship management expertise to help Desjardins clients pursue appropriate financial solutions.