Develop integrated financial strategies that balance client satisfaction, profitability, and prudent risk management. Work with partners to address member and client goals.

As a wealth management advisor, you recommend investments, loans, and insurance products based on financial situations. You collaborate with partners and experts to design integrated strategies. Staying current on market trends, industry practices, and financial services supports your advice.

Key Responsibilities:

- Develop strategies supporting members’ and clients’ expected results
- Recommend investments, loans, and insurance products
- Balance satisfaction, objectives, profitability, and risk management
- Collaborate with partners and experts on integrated strategies
- Stay current on market trends and best practices

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
- Nimble learning and drive results capabilities

Bring financial services knowledge, investment recommendations, and integrated strategy development to wealth management clients and members.

📌 Wealth Management Advisor Financial Strategies (Canada)
🏢 Desjardins
📍 Canada