Guide affluent members and business owners with investment expertise while building lasting relationships and recommending suitable financial solutions.
As a Wealth Management Advisor, you advise clients on strategies supporting their financial goals and expected results. You manage relationships, assess satisfaction, and recommend investments, loans, and insurance products. Your expertise supports savings, investments, profitability, and prudent risk management.
Key Responsibilities:
- Advise members and clients on appropriate financial strategies
- Identify expected results with members and clients
- Develop and maintain lasting business relationships
- Recommend investments, loans, and insurance products
- Stay current on industry trends and best practices
Requirements:
- Bachelor’s degree in a related field
- Minimum two years of relevant experience
- Mutual fund representative certificate from Autorité des marchés financiers
- Knowledge of French is required
- Robust interpersonal savvy and customer focus
Apply your investment knowledge, relationship management, and financial strategy expertise as a trusted advisor to Desjardins clients.