Wealth Management Advisor

Position: Wealth Management Advisor at Desjardins
Location: Dollard-des-Ormeaux

Elevate your career as a Wealth Management Advisor with Desjardins. Foster client relationships while providing tailored financial advice and solutions in a dynamic environment.

As a Wealth Management Advisor, you will build and maintain meaningful business relationships with affluent clients and business owners.

Your role will involve assessing client needs and recommending suitable investment, insurance, and loan solutions. Interpersonal savvy is essential for achieving member satisfaction while meeting business targets.

Key Responsibilities:

• Advise clients on tailored financial strategies

• Manage ongoing business relationships and assess satisfaction

• Stay informed about financial industry trends

• Participate in community outreach and representation

Requirements:

• Bachelor’s degree in a related field

• Minimum of two years of relevant experience

• Mutual Fund Representative certificate

• Proficiency in French and advanced English

• Knowledge of financial services and compliance regulations

Contribute your expertise in financial services to help clients achieve their financial goals at Desjardins.
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