Wealth management advisor
On-site Ā· Saint-Hyacinthe, Quebec, Canada or Chambly, Quebec, Canada
Saint-Hyacinthe, Quebec, Canada or Chambly, Quebec, CanadaOn-siteFull TimeMid LevelNot SpecifiedEnterprise
Type
Full Time
Level
Mid Level
Education
Not Specified
Company size
Enterprise
Job Summary
Wealth management advisor role within Desjardins-focused client-service environment in the Richelieu-Yamaska region, responsible for helping members with financing and investment needs, incorporating estate planning and wealth protection, managing business relationships, developing personalized wealth strategies aligned with financial and personal goals, and staying informed on financial services industry news and market trends.
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