Wealth Management Advisor, Service Signature
On-site · Saint-Georges, Quebec, Canada or Thetford-Mines, Quebec, Canada
Job Summary
Wealth Management Advisor responsible for developing and maintaining relationships with high-income members/clients, delivering a 360° wealth management approach across savings, investments, and banking, and contributing to sales objectives. You will drum up new business, advise on optimal strategies, tailor comprehensive offerings, collaborate with a team of professionals and partners, stay current on market trends, participate in promotional activities, and represent Desjardins to clients while ensuring prudent risk and compliance management.
Required Qualifications
- Bachelor's degree in a related field
- Minimum of four years of relevant experience
- Mutual fund representative certificate – Autorité des marchés financiers
- Financial Planning Certificate
- Knowledge of French is required
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