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, specialists, 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