Senior Wealth Advisor - 360° Strategy & Client Growth
Desjardins
Desjardins in Beloeil, Quebec, seeks a senior wealth management advisor to develop relationships with mass-affluent Signature Service clients and provide tailored 360° wealth management strategies. You will help clients reach financial and personal goals while collaborating with a team of experts to implement comprehensive savings and investment solutions.You will drive business growth, maintain high client satisfaction, and ensure prudent risk and compliance management within Desjardins’
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Vacancy posted more than 2 months ago
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