Wealth Management Advisor: Strategic Client Partner

Wealth Management Advisor role at Desjardins. Join to apply. Posted 1 week ago. Responsibilities As a wealth management advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role is to listen to members’ and clients’ needs, offer them advice...

OverviewAs a wealth management advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role is to listen to members’ and clients’ needs, offer them advice that fits their financial situation and help them choose appropriate solutions to meet...

OverviewAs a wealth management advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role is to listen to members’ and clients’ needs, offer them advice that fits their financial situation and help them choose appropriate solutions to meet...

A financial services organization in Canada is seeking a wealth management advisor responsible for building and maintaining relationships with clients. You will offer tailored financial advice, manage client satisfaction, and keep up with industry trends. The ideal candidate holds a Bachelor's degree and a mutual fund representative certificate, with at...

Join to apply for the Wealth Management Advisor role at Desjardins As a wealth management advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, ensuring they’re satisfied. Your role is to listen to members’ and clients’ needs, offer them advice that fits their financial...

Join to apply for the Wealth Management Advisor role at Desjardins As a wealth management advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, ensuring they’re satisfied. Your role is to listen to members’ and clients’ needs, offer them advice that fits their financial...

Wealth Management Advisor Join to apply for the Wealth Management Advisor role at Desjardins. As a wealth management advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients to ensure their satisfaction. Responsibilities Develop strategies and recommend investments, loans, and insurance...

A leading financial services cooperative in Canada is looking for a Wealth Management Advisor to develop and maintain strong business relationships with clients. The ideal candidate will hold a bachelor's degree, have at least one year of experience in wealth management, and possess knowledge of financial products and services. This role offers a competitive...

As a wealth management advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role is to listen to members’ and clients’ needs, offer them advice that fits their financial situation and help them choose appropriate solutions to meet their...

Role Overview As a wealth management advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients to ensure their satisfaction. Your role is to listen to their needs, offer advice that fits their financial situation, and help them choose appropriate solutions to meet their financial goals....