Wealth Planner For High-Net-Worth Clients
Desjardins
Desjardins in Quebec is seeking a senior wealth advisor to develop personalized relationships with members and high-potential clients, guiding them toward strong savings and investment outcomes.The role emphasizes proactive prospecting, referrals, and collaboration with Desjardins components to deliver comprehensive financial strategies while adhering to regulatory requirements and prudent risk practices.
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Vacancy posted more than 2 months ago
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