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Expert Wealth Management Advisor Needed

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Desjardins
πŸ“ montreal, Canada
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Location montreal
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Posted May 27, 2026
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Commute Local Area
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Job Description

Be a key player as a Senior Wealth Management Advisor, delivering exceptional service to mass-affluent clients. Help implement strategies that meet both financial and personal goals effectively.

In this senior role, you will actively engage in business development while working closely with clients and a senior wealth management advisor. The role necessitates strong communication and a deep understanding of the market to drive both client satisfaction and business growth. Your proactive approach will enhance your clients' financial well-being.

Key Responsibilities:
β€’ Drive new business and maximize existing client potential
β€’ Advise on effective financial strategies and set objectives
β€’ Tailor comprehensive offerings to meet client needs
β€’ Contribute actively to sales targets with structured plans
β€’ Keep abreast of stock market trends impacting investments

Requirements:
β€’ Bachelor's degree in a relevant field

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πŸ“ Location Details

πŸŒ†
City
montreal
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Country
Canada
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Commute
Local Area

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