Wealth Management Advisor: Build Trusted Client Strategies

A leading financial services institution in Quebec is seeking a Wealth Management Advisor to advise clients on strategies, manage relationships, and stay updated on market trends. Candidates should have a Bachelor's degree and a minimum of one year of relevant experience. Knowledge of French and mutual fund certification are required. This full-time position...

Wealth Management Advisor Join to apply for the Wealth Management Advisor role at Desjardins. 3 days ago – Be among the first 25 applicants. Responsibilities Advise members and clients on the best strategies and work with them to identify expected results. Manage business relationships, assess member/client satisfaction and service quality, follow up and...

A leading financial institution in Canada is seeking a Wealth Management Advisor who will develop and maintain strong relationships with clients and members. Responsibilities include advising on financial strategies, managing business relationships, and participating in community outreach. The ideal candidate will have a Bachelor's degree, relevant...

As a senior wealth management advisor, you develop and manage business relationships and prospect for and solicit new mass-affluent Signature Service members and clients. You develop personalized strategies and provide tailored advice and solutions to help members and clients reach their financial and personal goals. You serve as an expert advisor for the...

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 financial...

A leading financial services organization located in Quebec is seeking a Wealth Management Advisor to develop and maintain client relationships, providing tailored financial solutions. The successful candidate will have a Bachelor's degree, relevant experience in financial services, and knowledge of French. This role offers a competitive salary, bonuses, and...

A financial services institution seeks a Wealth Management Advisor in Montérégie, Canada. In this role, you will develop and maintain trusted relationships with clients, offering advice tailored to their financial needs. Applicants must hold a relevant bachelor's degree, have a minimum of one year of experience, and possess a mutual fund representative...

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...

A leading financial institution in Saint-Hyacinthe seeks a Senior Wealth Management Advisor to foster business relationships and provide tailored financial advice to affluent clients. The role demands expertise in wealth management strategies, mentoring staff, and contributing to rigorous business practices. Ideal candidates possess a Bachelor's degree,...

A leading cooperative financial organization in Saint-Anselme, Quebec, seeks a Wealth Management Advisor. This role involves developing trusted relationships with clients and advising them on financial strategies. Applicants should possess a Bachelor's degree, a mutual fund representative certificate, and fluency in French. The position offers a competitive...