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 outcomes
Prepare financial plans and targeted investment strategies
Manage relationships, satisfaction, service quality, and follow-up
Participate in outreach and community activities
Conduct onsite visits for served businesses
Requirements:

Bachelor's degree in a related field
Minimum four years of relevant experience
Mutual fund representative certificate from Autorité des marchés financiers
Financial Planner title
French and advanced English proficiency
Use financial planning, investment, and interpersonal expertise to support Desjardins members, clients, businesses, and business owners.

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