Client-Focused Wealth Management

Position: Client-Focused Wealth Management Role
Location: Lévis

Drive client satisfaction as a Wealth Management Advisor! At Desjardins, you'll develop strategies and provide tailored financial advice to help clients reach their goals.

This advisor position is crucial for maintaining robust relationships with individual members and business owners. You will assess client satisfaction, offer recommendations, and design integrated financial solutions. Effective communication and interpersonal savvy are vital for success in this role, where you are expected to adapt to market trends and client needs promptly.

Key Responsibilities:

• Offer tailored advice based on client financial situations

• Evaluate member/client satisfaction and service quality

• Keep abreast of financial services and market trends

• Engage in community outreach on behalf of the caisse

Requirements:

• Bachelor’s degree in a relevant field

• At least one year of experience in advisory roles

• Knowledge of French mandatory

• Familiarity with tax and financial compliance

• Expertise in financial products and services

Leverage your financial acumen and relationship-building skills to excel in this vital advisory role at Desjardins.
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