Build trusted client relationships as a Desjardins Wealth Management Advisor, using financial planning and investment expertise to shape suitable solutions. French and advanced English are required.
You advise mass-affluent individuals, businesses, and business owners across life stages. The position combines comprehensive financial plans, investment and financing strategies, insurance offers, and business development. You support financial empowerment while balancing satisfaction, profitability, objectives, and prudent risk management.
Key Responsibilities:
- Advise members and clients on strategies and target outcomes
- Prepare financial plans and targeted investment strategies
- Manage relationships, satisfaction, service quality, and follow-up
- Participate in outreach and community activities
- Conduct onsite visits for served businesses
Requirements:
- Bachelor's degree in a related field
- Minimum four years of relevant experience
- Mutual fund representative certificate from Autorité des marchés financiers
- Financial Planner title
- French and advanced English proficiency
Use financial planning, investment, and interpersonal expertise to support Desjardins members, clients, businesses, and business owners.
Desjardins Wealth Management Advisor in Montréal 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.
