Wealth Management Advisor

3 weeks ago

Québec, Quebec, Canada Desjardins Full time

As a wealth management advisor at Desjardins, you will be responsible for developing and maintaining strong relationships with members and clients to ensure their financial needs are met. Your role will involve listening to their needs, providing personalized advice, and helping them achieve their financial goals. You will work closely with a diverse client base, including individual members and business owners, to drive results and build trust.

Key Responsibilities:

  • Develop and implement financial plans tailored to each client's needs
  • Provide expert advice on investment, loan, and insurance products
  • Manage client relationships and identify opportunities for growth
  • Stay up-to-date on industry trends and best practices

What We Offer:

  • Competitive salary and bonus structure
  • Flexible vacation policy and telework options
  • Defined benefit pension plan and group insurance
  • Professional development opportunities and training

Requirements:

  • Bachelor's degree in a related field
  • Minimum one year of relevant experience
  • Mutual fund representative certificate
  • Knowledge of French and current financial events

Why Join Us:

At Desjardins, we value our employees and offer a dynamic work environment that fosters growth and development. If you are a motivated and results-driven individual with a passion for financial services, we encourage you to apply for this exciting opportunity.

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