Wealth Management Senior Consultant

1 week ago


Alma, Quebec, Canada Desjardins Group Full time
Job Description

Temporary position for 6 months

Key Responsibilities
  • Advise and assist members and clients in executing strategies using the 360° approach
  • Serve, solicit, and develop and maintain business relationships with mass-affluent Signature Service members and clients

Requirements:

  • Assist members and clients in executing strategies using the 360° approach
  • Develop and maintain business relationships with mass-affluent Signature Service members and clients

About the Role

As a senior wealth management advisor, you will be responsible for serving, soliciting, and developing and maintaining business relationships with mass-affluent Signature Service members and clients. You will advise and assist members and clients in executing strategies using the 360° approach, including.



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