Job Description
Wealth Management Advisor
Desjardins – Greater Quebec City Metropolitan Area
Responsibilities
- Develop and maintain lasting, trusting business relationships with members and clients to ensure their satisfaction.
- Listen to members’ and clients’ needs, offer tailored advice that fits their financial situation, and help them choose appropriate solutions to achieve their financial goals.
- Work closely with a client base of individual members and business owners.
- Drive results by developing strategies and recommending investments, loans and insurance products while balancing member/client satisfaction, business objectives, profitability and prudent risk management.
- Collaborate with partners and experts to design integrated financial strategies that meet members’ and clients’ needs.
- Maintain up‑to‑date knowledge of the financial services industry, market trends and best practices.
- Participate in...
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