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Wealth Management Advisor @ Desjardins

Montréal, Quebec, CAOnsiteFull Time
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About this role

Wealth Management Advisor at Desjardins. Location: Montréal, Quebec, Canada. Role: Advising clients, Managing relationships, Staying informed Requirements: Bachelor's degree in a related field; 1+ year relevant experience; mutual fund representative certificate; French required. Category: Finance and Accounting Seniority: Entry Level Tools: Microsoft Office, CRM, Financial planning software Certifications: mutual fund representative Commitment: Full Time Workplace: Hybrid Languages: French, English

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