Wealth Management Advisor

Position: Wealth Management Advisor at Desjardins
Location: Saint-Jerome

Drive financial success for clients as a Wealth Management Advisor ld lasting relationships while providing tailored financial advice to help them reach their goals.

As a Wealth Management Advisor, you will engage with mass-affluent individuals and businesses, ensuring exceptional client satisfaction and developing tailored financial strategies. With over four years of experience, your interpersonal skills are essential in fostering trust while managing relationships and assessing service quality. You will navigate complex financial landscapes, promoting digital solutions and enhancing financial literacy among members.

Key Responsibilities:

• Advise clients on optimal financial strategies

• Manage and assess client satisfaction actively

• Monitor market trends for business development

• Participate in community outreach initiatives

• Conduct onsite business visits for personalized service

Requirements:

• Bachelor’s degree in a related field

• Minimum of four years relevant experience

• Mutual fund representative certificate required

• Strong command of French

• Tech savvy with an action-oriented approach

Bring your financial expertise and interpersonal savvy to empower clients at Desjardins.