Wealth Management Advisor

Position: Wealth Management Advisor at Desjardins
Location: Montreal West

Join Desjardins as an Associate Wealth Management Advisor, where you will foster relationships and sell securities products tailored to client needs. You'll engage in discretionary management and portfolio oversight to drive satisfaction.

In this advisory role, prioritize client retention and growth while analyzing member needs to provide personalized strategies. You will collaborate with clients to offer integrated solutions and promote products based on your team’s objectives. Understanding complex financial data and maintaining sound risk management practices are essential for success.

Key Responsibilities:

• Build advisory relationships through needs identification

• Advise clients on personalized financial solutions

• Analyze complex client needs and manage requests

• Prepare reports and make recommendations based on data

• Monitor industry trends and best practices for service improvement

Requirements:

• College diploma in a related field

• Minimum three years of relevant experience

• Knowledge of French is required

• Strong interpersonal skills and result orientation

• Understanding of risk management and customer satisfaction

Drive your wealth management career forward at Desjardins with a focus on client success and product strategy.
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