Wealth Management Advisor
On-site · Montréal, Quebec, Canada
Job Summary
Wealth Management Advisor responsible for developing and maintaining lasting client relationships, listening to members’ and clients’ needs, and advising on investments, loans and insurance products to meet financial goals. Work with individual members and business owners, collaborate with partners to design integrated strategies, stay current on market trends, manage risk, and represent Desjardins in community outreach and outreach activities. Strong interpersonal skills, customer focus, results orientation, and knowledge of financial services are essential.
Required Qualifications
- Bachelor's degree in a related field
- Mutual fund representative certificate – Autorité des marchés financiers
Desired Qualifications
- Bachelor's degree in a related field
- Mutual fund representative certificate – Autorité des marchés financiers
- Knowledge of French is required
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