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Wealth Management Advisor
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Québec, Quebec, Canada Desjardins Full timeAs a wealth management advisor at Desjardins, you will play a key role in developing and maintaining lasting business relationships with members and clients. Your primary responsibility will be to listen to their needs, provide personalized advice, and help them achieve their financial goals. You will work closely with a diverse client base, including...
Wealth Management Advisor
3 months ago
IT360 Financial stands out as a dynamic and forward-thinking company, providing tailored insurance and investment solutions primarily for independent IT consultants. At this stage, we are actively seeking a Wealth Management Advisor to join our team.
Independently manage the assigned client portfolio.
Develop and present comprehensive financial plans, investment strategies, and identify opportunities based on each client's profile.
Serve a bilingual clientele.
100% remote work.
~ Flexible working hours.
~ Retirement savings plan with employer contribution.
~ Collaborating with motivated advisors to provide products, investments, and build customer loyalty.
Receiving a high-quality client portfolio from day one.
Enjoying efficient administrative support, working closely with advisors.
Do you hold a license as a mutual fund representative?
Do you have experience as a Wealth Management Advisor, financial planner, or in a similar position?
Are you bilingual?
Insurance of persons license (Asset).
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