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Wealth Management Advisor at Desjardins

Desjardins
Location 📍 niagara falls, Canada
Posted 📅 June 06, 2026
Work Type ⏰ Full-time

Position Overview

Drive financial success for clients as a Wealth Management Advisor with Desjardins. Your expertise will shape financial strategies and help clients meet their goals in a customer-centric environment.

In this role, you'll develop and maintain strong business relationships with individual members and business owners. Your responsibilities will include assessing client satisfaction, advising members on the best financial strategies, and managing risk effectively. You will also engage in outreach activities to represent the caisse in the community and stay informed about market trends and regulations.

Key Responsibilities:
• Advise clients on financial strategies and expected outcomes
• Manage and assess client relationships and satisfaction
• Stay informed on financial services and market trends
• Participate in community outreach activities

Requirements:
• Bachelor's degree in a related field
• Minimum one year of...

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Job Details

Employment Type
Full-time
📊
Category
Finance
🏠
Work Arrangement
On-site
📍
Location
niagara falls, Canada