Wealth Management Advisor Temporary Position
Job in
Montreal West, Montréal, Province de Québec, Canada
Listed on 2026-06-14
Listing for:
Desjardins
Seasonal/Temporary
position Listed on 2026-06-14
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant, Wealth Management, Banking & Finance
Job Description & How to Apply Below
Join Desjardins as a Wealth Management Advisor, focusing on building lasting financial relationships. Provide expert advice on investments, loans, and insurance in a community-focused role.
This 12-month temporary position is designed for advisors who want to make a genuine difference in clients' financial success. You will assess member satisfaction while developing strategies that align with their financial goals.
Your role involves staying current with industry trends and participating in local outreach activities.
Key Responsibilities:
• Advise clients on tailored financial strategies
• Manage and enhance client satisfaction and service quality
• Keep abreast of market trends and best practices
• Represent Desjardins in community initiatives
Requirements:
• Bachelor's degree in a related field
• Minimum of one year relevant experience
• Required mutual fund representative certificate
• Fluency in French for client interactions
• In-depth knowledge of financial and legislative issues
Utilize your expertise to drive positive financial outcomes for clients at Desjardins.
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