Associate Wealth Management Advisor

Build client relationships at Desjardins through wealth management advising, portfolio oversight, and personalized securities solutions. This hybrid opportunity supports members and clients.

As an Associate Wealth Management Advisor, you serve, prospect for, solicit, and develop business relationships with members and clients. You help sell securities products through distribution channels, focusing on discretionary management, mutual funds, exchange-traded funds, and structured products. Your work balances sales objectives, prudent risk management, profitability, and client satisfaction.

Key Responsibilities:

• Establish advisory relationships and support client retention
• Set goals and recommend appropriate solutions and strategies
• Analyze complex needs, handle requests, and follow up
• Collect data, prepare reports, and develop recommendations
• Oversee portfolios and improve service quality as needed

Requirements:

• General college diploma in a related field
• Minimum three years of relevant experience
• Other qualification and experience combinations may be considered
• French proficiency, both oral and written
• French required for positions in Quebec

Apply wealth management, securities knowledge, and interpersonal savvy while developing integrated client solutions at Desjardins.