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Wealth Advisor Client Strategy
Job in
Sherbrooke, Province de Québec, Canada
Listed on 2025-12-30
Listing for:
Desjardins Group
Full Time
position Listed on 2025-12-30
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant
Job Description & How to Apply Below
A financial institution in Sherbrooke is seeking a Wealth Management Advisor to develop and maintain business relationships with clients. The ideal candidate will have a Bachelor's degree, at least six years of relevant experience, and a mutual fund representative certificate. Responsibilities include advising clients on financial strategies, monitoring market trends, and ensuring compliance with policies. This role includes a competitive salary, flexible vacation, and benefits based on eligibility criteria.
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