Wealth management advisor

Several opportunities are currently available in Western Montérégie.

Make a real difference in the financial lives of our members.

As a financial professional, you’ll play a key role, listening attentively to our members and clients to help optimize their financial well‑being. You’ll be responsible for providing exceptional service and offering high‑quality financial solutions that are adapted to their needs.

Responsibilities

• Help members with their financing and investment needs.
• Incorporate estate planning and wealth protection.
• Manage business relationships, assess satisfaction and service quality, follow up on these relationships and identify areas for improvement.
• Develop a personalized wealth strategy aligned with members’ financial, tax and personal goals.
• Stay on top of financial services industry news, market trends and best practices in your field.

What we offer

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