Advise individual members and business owners on investments, loans, and insurance while building lasting client relationships. Use interpersonal savvy to understand financial needs and goals.
As a wealth management advisor, you develop and maintain trusting business relationships with members and clients. You recommend strategies and appropriate financial solutions suited to their situations. Your work balances satisfaction, business objectives, profitability, and prudent risk management.
Key Responsibilities:
- Advise members and clients on appropriate financial strategies
- Identify expected results with members and clients
- Recommend investments, loans, and insurance products
- Design integrated strategies with partners and experts
- Assess satisfaction, service quality, and improvement areas
Requirements:
- Bachelor's degree in a related field
- Minimum one year of relevant experience
- Mutual fund representative certificate from Autorité des marchés financiers
- Knowledge of French is required
- Interpersonal savvy and customer focus
Apply wealth management expertise, relationship development, and financial strategy skills supporting Desjardins members, clients, and business owners.
Wealth Management Advisor Investments Loans Insurance 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.
