Desjardins Wealth Management Advisor

Build trusted client relationships as a Desjardins Wealth Management Advisor, using financial planning and investment expertise to shape suitable solutions. French and advanced English are required.You advise mass-affluent individuals, businesses, and business owners across life stages. The position combines comprehensive financial plans, investment and financing strategies, insurance offers, and business development. You support financial empowerment while balancing satisfaction, profitability, objectives, and prudent risk management.Key Responsibilities:
Advise members and clients on strategies and target outcomesPrepare financial plans and targeted investment strategiesManage relationships, satisfaction, service quality, and follow-upParticipate in outreach and community activitiesConduct onsite visits for served businessesRequirements:
Bachelor's degree in a related fieldMinimum four years of relevant experienceMutual fund representative certificate from Autorité des marchés financiersFinancial Planner titleFrench and advanced English proficiencyUse financial planning, investment, and interpersonal expertise to support Desjardins members, clients, businesses, and business owners.
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