Wealth Management Advisor: Build Client Portfolios
Desjardins
Desjardins in Montreal seeks an Associate Wealth Management Advisor to service, prospect for, solicit, and grow relationships with members and clients. You will focus on discretionary management, mutual funds, ETFs and structured products, tailoring solutions to client needs.
You balance sales objectives with prudent risk management, profitability and client satisfaction, driving portfolio growth and cross-sell opportunities across distribution channels.
#J-18808-LjbffrVacancy posted 16 hours ago
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