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Wealth Management Advisor Temporary Position

Desjardins

montreal west, qc, Canada Full-time June 07, 2026

Found Description

Join Desjardins as a Wealth Management Advisor, focusing on building lasting financial relationships. Provide expert advice on investments, loans, and insurance in a community-focused role.
This 12-month temporary position is designed for advisors who want to make a genuine difference in clients' financial success. You will assess member satisfaction while developing strategies that align with their financial goals. Your role involves staying current with industry trends and participating in local outreach activities.
Key Responsibilities:
• Advise clients on tailored financial strategies
• Manage and enhance client satisfaction and service quality
• Keep abreast of market trends and best practices
• Represent Desjardins in community initiatives
Requirements:
• Bachelor's degree in a related field
• Minimum of one year relevant experience
• Required mutual fund representative certificate
• Fluency in French for client interactions
• In-depth knowledg...

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