Wealth Management Advisor

Overview

Wealth management advisor at Caisse Desjardins de la Rivière-du-Nord responsible for developing and maintaining lasting, trusting relationships with members and clients, listening to their needs, and offering guidance to fit their financial situation. The role serves individual members and business owners while balancing member/client satisfaction with business objectives, profitability, and prudent risk management.

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 the field.
• Participate in outreach activities and represent the caisse in the community.
• Work with various partners and experts to design integrated strategies t...