Wealth Management Advisor
Hybrid · Montréal, Quebec, Canada
Job Summary
Wealth Management Advisor to build and maintain lasting relationships with members and clients, listen to needs, and offer investment, loan, and insurance solutions aligned with financial goals. Serve affluent individuals and business owners, drive results through strategy development, and collaborate with partners to design integrated financial plans while balancing client satisfaction, profitability, and prudent risk management. Engage in outreach activities and represent Desjardins in the community. The role emphasizes client advisory expertise, interpersonal savvy, knowledge of financial services trends, and a commitment to service quality.
Required Qualifications
- Bachelor's degree in related field
- A minimum of two years of relevant experience
- Mutual fund representative certificate – Autorité des marchés financiers
- Knowledge of French is required
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