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.