Wealth Management Advisor

We invite you to apply for the Wealth Management Advisor position at Desjardins .

Overview

As a wealth management advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, ensuring they’re satisfied. Your role is to listen to members’ and clients’ needs, offer them advice that fits their financial situation, and help them choose appropriate solutions to meet their financial goals. You work closely with a client base consisting of individual members and business owners. Interpersonal savvy is therefore essential. You drive results by developing strategies and recommending investments, loans, and insurance products. You use your expertise to balance member/client satisfaction, business objectives, profitability and sound and prudent risk management. You work with various partners and experts to design integrated strategies that meet the needs of members and clients.