At a Glance
- Tasks: Build lasting relationships and offer tailored financial advice to affluent clients.
- Company: Join Desjardins Group, a leader in wealth management with a strong community focus.
- Benefits: Enjoy a hybrid work model, competitive salary, and opportunities for professional growth.
- Other info: Be part of a dynamic team that values community engagement and client satisfaction.
- Why this job: Make a real impact by helping clients achieve their financial goals while managing risk.
- Qualifications: Experience in wealth management and strong relationship-building skills are essential.
The predicted salary is between 82800 - 101200 $ per year.
Desjardins Group seeks a Wealth Management Advisor to build and maintain lasting relationships with members and clients, offering tailored advice to meet financial goals.
You will work with affluent individuals and business owners, balancing client satisfaction with profitability and prudent risk management.
You will leverage partnerships to design integrated strategies, stay informed on industry trends, and participate in outreach to represent the caisse in the community.
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Wealth Management Advisor – Hybrid employer: Desjardins Group (old)
Desjardins Group is an exceptional employer that prioritizes employee growth and development, offering comprehensive training programs and mentorship opportunities tailored for personal finance advisors. With a strong commitment to community engagement and a collaborative work culture, employees enjoy a supportive environment that fosters innovation and meaningful relationships with clients. Located in Canada, Desjardins provides unique advantages such as a focus on work-life balance and a dedication to social responsibility, making it an ideal place for those seeking a rewarding career in finance.
