Wealth Management Advisor Investments

Guide Signature Service members with investment strategies and personalized advice as a Wealth Management Advisor in a hybrid work model. French is required.

As a Wealth Management Advisor, you serve, solicit, develop, and maintain relationships with mass-affluent members and clients. You advise on savings, investments, and financial plan strategies using the 360° approach. Working closely with a senior advisor, you support premium service, business growth, and sound risk and compliance management.

Key Responsibilities:

• Maintain personalized relationships with existing members and clients
• Analyze needs and formulate personalized investment guidance
• Recommend strategies and solutions to the senior advisor
• Monitor market movements affecting investments
• Participate in speaking events and information sessions

Requirements:

• Bachelor’s degree in a related field
• Minimum six years of relevant experience
• French language proficiency
• Effective communication and interpersonal savvy
• Customer focus and drive to deliver results

Apply investment planning, market awareness, and relationship skills while supporting Desjardins Signature Service clients.