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.

📌 Financial Advisor Investments Loans Insurance (Canada)
🏢 Relevance
📍 Canada