Build trusted client relationships at Desjardins through financial advice, investment strategies, and solutions tailored to members’ goals. This hybrid chance serves individuals and business owners.
As a Wealth Management Advisor, you develop lasting business relationships and guide members and clients toward appropriate financial solutions. You balance satisfaction, profitability, business objectives, and prudent risk management. Your work includes investments, loans, insurance products, and integrated strategies developed with partners and experts.
Key Responsibilities: Advise members and clients on appropriate financial strategies
Identify expected results with members and clients
Manage relationships and assess service quality
Track satisfaction and identify improvement areas
Represent the caisse through 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
Interpersonal savvy and customer focus
Apply your financial expertise, relationship management, and investment knowledge as a Desjardins Wealth Management Advisor serving diverse clients.