Join Desjardins as a wealth management advisor, focusing on client satisfaction and strategic financial advice in a hybrid work model. Build lasting relationships while guiding members to meet their financial goals.
As a wealth management advisor at Desjardins, you'll develop strong business relationships with individual members and business owners. This position requires you to leverage your financial expertise and interpersonal skills to offer tailored advice on investments, loans, and insurance products. Your goal is to ensure member satisfaction while achieving business targets.
Key Responsibilities:
- Advise clients on effective financial strategies and target outcomes
- Manage and evaluate member relationships and service quality
- Stay updated on market trends and financial best practices
- Participate in community outreach and representing Desjardins
Requirements:
- Bachelor's degree in a relevant field
- Minimum one year of related experience
- Mutual fund representative certificate from Autorité des marchés financiers
- Proficiency in French is mandatory
Your role combines financial guidance and strategic relationship management to meet client needs effectively.
Hybrid Wealth Management Advisor Role in Disraeli employer: Relevance
Desjardins est un employeur de choix, offrant un environnement de travail inclusif et dynamique au Bas-Saint-Laurent et en Gaspésie — Îles-de-la-Madeleine. Avec des avantages tels qu'un salaire concurrentiel, un régime de retraite à prestations déterminées et des opportunités de développement professionnel, nous valorisons le bien-être de nos employés tout en favorisant une culture de collaboration et d'engagement. Rejoindre notre équipe, c'est contribuer à un mouvement coopératif qui place les membres et clients au cœur de nos actions.
