Desjardins in Montreal seeks an Associate Wealth Management Advisor to service, prospect for, solicit, and grow relationships with members and clients. You will focus on discretionary management, mutual funds, ETFs and structured products, tailoring solutions to client needs.
You balance sales objectives with prudent risk management, profitability and client satisfaction, driving portfolio growth and cross-sell opportunities across distribution channels.
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Wealth Management Advisor: Build Client Portfolios 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.
