Description
The Wealth Management Advisor develops and maintains personalized business relationships with members and customers, particularly those with high savings and investment potential, and provides integrated savings and investment services. The role involves prospecting, advising on financial strategies, managing external asset transfers, developing partnerships with Desjardins components and business partners, and applying prudent risk management. It requires a bachelor's degree, at least four years of relevant experience, French language knowledge, and registration or eligibility for registration as a Registered Representative. The posting offers a competitive salary and annual bonus, flexible vacation, a defined benefit pension, group insurance, and health and wellness reimbursement.
