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Wealth Management Advisor
Company
Desjardins
Location
saint anselme, qc
Type
Full-time
Responsibilities
Advise members and clients on the best strategies and work with them to identify expected results.
Manage business relationships, assess member/client satisfaction and service quality, follow up and identify areas for improvement.
Stay up-to-date on the financial services industry, market trends and best practices in your field.
Participate in outreach activities and represent the caisse in the community.
What We Offer
Competitive salary and annual bonus.
4 weeks of flexible vacation starting in the first year.
Defined benefit pension plan that provides predictable, stable income throughout retirement.
Group insurance including telemedicine.
Reimbursement of health and wellness expenses and telework equipment.
Benefits apply based on eligibility criteria.
Wh...
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