Accounting & Finance

Wealth Strategy Advisor

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Sept Îles · Côte- Ord · Canada

Desjardins in Canada seeks a wealth management advisor dedicated to building lasting relationships with members and clients. You will listen to needs, offer tailored guidance on investments, loans and insurance, and help choose fit-for-purpose financial solutions.

You’ll work with affluent individuals and business owners, collaborating with partners and experts to design integrated strategies while balancing client satisfaction, profitability and prudent risk management.

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Reference: WJ-291_11809172

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