Strategic Wealth Advisor & Client Relations

Desjardins in Canada seeks a wealth management advisor to develop and maintain lasting client relationships, listen to members’ and clients’ needs, and provide tailored advice across investments, loans, and insurance products. The role focuses on trust, profitability, and prudent risk management within a client base of individuals and business owners.

The successful candidate will stay current on market trends, collaborate with partners and Desjardins network teams, and participate in community