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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