Build lasting client relationships at Desjardins by assessing satisfaction, improving service quality, and shaping integrated financial strategies. The position is hybrid.

The Wealth Management Advisor works closely with individual members and business owners, balancing member needs with business objectives. You monitor relationships, follow up on service, and recommend products suited to each situation. Knowledge of financial, economic, political, and legislative events informs your advice.

Key Responsibilities:

- Develop and maintain trusting business relationships
- Assess member and client satisfaction levels
- Monitor service quality and pursue improvements
- Collaborate with partners and experts on strategies
- Represent the caisse within the community

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
- Knowledge of caisse products, policies, and processes

Bring interpersonal savvy, current financial knowledge, and client-focused relationship management to Desjardins wealth advisory services.

📌 Client Relationship Wealth Management Specialist (Laval)
🏢 Relevance
📍 Laval