Wealth Advisor Role at Desjardins

Become a Wealth Advisor at Desjardins, helping clients navigate their financial journeys with customized strategies and expert guidance.
In this position, you will develop business relationships with affluent clients and serve as their trusted advisor. You’ll create tailored financial solutions and comprehensive strategies while ensuring compliance and managing risk. Your extensive experience will be key in balancing client satisfaction with the organization’s objectives.
Key Responsibilities:
• Solicit and develop client relationships effectively
• Advise on comprehensive strategies for wealth management
• Create and implement a 360° approach to client needs
• Contribute to sales goals with strategic action plans
• Engage actively in public relations and community activities
Requirements:
• Bachelor's degree in a related field
• Four years of relevant experience minimum
• Mutual fund representative certificate needed
• Fluency in French required
...