Wealth Management Advisor at Desjardins
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As a Wealth Management Advisor, you will be responsible for building and maintaining strong business relationships with members and clients. Your expertise will guide mass-affluent individuals and business owners through their financial journeys. Key responsibilities include preparing comprehensive financial plans and promoting digital solutions to empower clients.
Key Responsibilities:
• Advise clients on best financial strategies
• Manage and assess member satisfaction and service quality
• Stay updated on market trends and identify opportunities
• Participate in community outreach activities
• Conduct onsite visits to client businesses
Requirements:
• Bachelor’s degree in a related field
• Minimum of four years of relevant experience
• Mutual fund representative certificate is required
• Knowledge of French is required
• Tech-savvy with strong interpersonal skills
Elevate client satisfaction and financial goals as a Wealth Management Advisor at Desjardins.
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