- Advising clients on optimal strategies and determining target outcomes
- Staying up-to-date with industry news and best practices
- A competitive salary with annual bonus potential
- a defined benefit pension plan for secure retirement income
Conseiller ou conseillère, Gestion de patrimoine - Montana - Desjardins
Description
As a wealth management advisor at Desjardins, you'll develop lasting relationships with clients to ensure their satisfaction. You'll listen to their needs and provide tailored advice based on their financial situation. Your focus will be on individual and business clients in the agriculture industry.
You'll be responsible for: