Wealth Management Specialist

Position: Desjardins Wealth Management Specialist
Location: La Pocatière

Join Desjardins as a Wealth Management Specialist, focusing on fostering relationships while driving client satisfaction. Offer personalized advice to affluent members, helping them achieve their financial goals.

In this essential role, you will engage with a diverse client base, providing tailored financial solutions.

Your role will emphasize relationship building through listening and advising. Stay abreast of market trends and compliance to make informed recommendations while driving results through strategic financial planning.

Key Responsibilities:

• Consult with clients on effective financial strategies

• Manage client relationships and assess service quality

• Maintain knowledge of industry trends and best practices

• Engage in community outreach on behalf of Desjardins

• Collaborate with experts to design integrated financial solutions

Requirements:

• Bachelor’s degree in finance or related area

• Minimum of two years of experience in financial advising

• Required mutual fund representative certification

• Strong proficiency in French

• In-depth knowledge of financial products and services

Apply your financial expertise and interpersonal skills at Desjardins to enhance member experiences.
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