Accounting & Finance

Hybrid Wealth Management Advisor | Client Growth & Planning

Desjardins

Lanaudière · Qc · Canada

Desjardins is seeking a Wealth Management Advisor to develop and maintain trusting relationships with members and clients, listening to their needs and offering tailored financial advice. You will work with individuals and business owners to design investment, loan, and insurance strategies that balance client satisfaction with prudent risk management.

The role requires a Bachelor’s degree with 1+ year of relevant experience, a mutual fund certificate (AMF), and fluency in French.

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Reference: WJ-3875_13077169

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