Caisse Desjardins Wealth Management Advisor

Become a trusted wealth management advisor at Caisse Desjardins de la Rivière-du-Nord. Build fruitful relationships with clients and help them achieve their financial objectives.
You will advise individual members and business owners on effective financial strategies, ensuring satisfaction and reaching financial goals. This role involves managing relationships, assessing client satisfaction, and identifying service quality improvements. Staying informed on industry trends and community representation is also essential.
Key Responsibilities:
• Advise clients on optimal financial strategies
• Manage and improve business relationships
• Assess member/client satisfaction levels
• Stay updated on market trends and practices
• Represent the caisse in community outreach
Requirements:
• Bachelor’s degree in a relevant field
• Minimum one year of relevant experience
• Mutual fund representative certificate required
• Knowledge of French is essential
• Othe...