Build trusted client relationships at Desjardins through financial advice, investment strategies, and solutions tailored to members' goals. This hybrid prospect 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.