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Wealth Management Advisor — Hybrid, Client

Job in L'Île-Perrot, Montréal, Province de Québec, Canada
Listing for: Desjardins Group
Full Time position
Listed on 2026-03-01
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Consultant
  • Business
    Financial Advisor
Job Description & How to Apply Below
Position: Wealth Management Advisor — Hybrid, Client Growth
Location: L'Île-Perrot

A major financial institution is seeking a Wealth Management Advisor in Coteau-du-Lac to develop lasting client relationships and provide tailored financial advice. Responsibilities include assessing member satisfaction, advising on financial strategies, and managing various business relationships. Candidates should hold a Bachelor's degree and a mutual fund representative certificate, with essential knowledge in current financial trends. Benefits include competitive salary, bonuses, flexible vacation, and a defined benefit pension plan.
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