Hybrid Wealth Management Advisor Role
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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.
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