Wealth Management Advisor

Responsibilities

As a personal finance advisor, you develop and maintain lasting and trusting business relationships with members and clients to ensure their satisfaction. You listen to their needs, offer advice that fits their financial situations, and help them choose appropriate solutions to meet their goals. You work closely with a client base that mainly consists of individual members and businesses, so interpersonal savvy is essential. You drive results by recommending investments, loans and insurance products while balancing client satisfaction, business objectives, profitability, and risk management. You collaborate with partners and experts to design integrated strategies that meet member and client needs.

• Advise members and clients on the best strategies and work with them to identify expected results.
• Manage business relationships, assess member/client satisfaction and service quality, follow up and identify areas for i...

Ready to Apply?

Submit your application today and join our talented team at Desjardins.