Accounting & Finance

Strategic Wealth Advisor

Desjardins

Montreal West · Quebec · Canada

Desjardins is seeking a Wealth Management Advisor to develop lasting relationships with members and clients, assessing needs and offering tailored financial plans, investments, and insurance solutions. You will serve mass-affluent individuals, businesses and owners across life stages to help achieve goals.

You will promote digital solutions, conduct onsite visits, and collaborate with partners to design integrated strategies.

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Reference: WJ-291_11211562

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