Strategic Wealth Advisor

Strategic Wealth Advisor

Full-Time 63000 - 77000 $ / year (est.) On-site
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At a Glance

  • Tasks: Build trusted relationships and offer tailored financial solutions to clients.
  • Company: Desjardins Group, a leading financial institution in Canada.
  • Benefits: Competitive salary, flexible hours, and opportunities for community engagement.
  • Other info: Join a supportive team focused on client satisfaction and community impact.
  • Why this job: Make a real difference in clients' lives while growing your career in wealth management.
  • Qualifications: Strong communication skills and a passion for finance.

The predicted salary is between 63000 - 77000 $ per year.

Desjardins Group in Canada is looking for a Wealth Management Advisor who builds trusted relationships with members and clients, listens to their financial needs and offers tailored investment, loan and insurance solutions.

You will work with individuals and business owners, balance client satisfaction with profitability and prudent risk management, collaborate with partners to design integrated strategies, and engage in community outreach on behalf of Desjardins.

Strategic Wealth Advisor 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.

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Contact Details:

Desjardins Recruitment Team

We think you need these skills to ace Strategic Wealth Advisor

Relationship Building
Financial Needs Assessment
Investment Solutions
Loan Solutions
Insurance Solutions
Client Satisfaction
Profitability Management