Wealth Management Advisor

As a wealth management advisor at Caisse Desjardins de Lachine, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients to ensure they’re satisfied. Your role is to listen to members’ and clients’ needs, offer them advice that fits their financial situation and help them choose appropriate solutions to meet their financial goals.

Responsibilities

• Develop and maintain lasting and trusting business relationships with affluent individual members and business owners.
• Listen to members’ and clients’ needs, offer advice that fits their financial situation, and help them choose appropriate solutions to meet their financial goals.
• Drive results by developing strategies and recommending investments, loans and insurance products.
• Serve as an expert advisor and resource person in the field of savings and investments.
• Balance member/client satisfaction, business objectives,...