Apply wealth planning expertise and interpersonal savvy as a Wealth Management Advisor serving Desjardins Signature Service members and clients. Deliver tailored financial advice for complex goals.
This advisor serves affluent members, high-income earners, professionals, and business owners. You develop personalized strategies across savings, investments, and banking. The work requires extensive business knowledge, communication skills, and prudent risk management.
Key Responsibilities:
- Develop and maintain relationships with affluent members and clients
- Provide personalized strategies and tailored financial advice
- Build comprehensive 360° offerings around client needs
- Develop action plans supporting sales objectives and business plans
- Maintain market knowledge and business community presence
Requirements:
- Bachelor's degree in a related field
- Minimum four years of relevant experience
- Knowledge of French is required
- Registered or eligible as a Registered Representative
- Financial Planner designation required
Use wealth management, financial planning, and relationship-building expertise to advise Desjardins clients with specific, complex needs.
Wealth Management Advisor Desjardins in Granby employer: Desjardins
Desjardins is an exceptional employer that fosters a collaborative and inclusive work culture, making it an ideal place for professionals looking to thrive in the legal field. With a strong emphasis on employee development and innovation, you will have the opportunity to lead a dedicated team while contributing to meaningful outcomes for clients and members. Located in a vibrant community, Desjardins offers competitive benefits and a commitment to diversity, ensuring that every employee feels valued and empowered.
