Responsibilities

As a wealth management advisor at Caisse Desjardins de La Côte‑de‑Beaupré, you develop and maintain lasting and trusting business relationships with members and clients. You listen to their needs, offer advice tailored to their financial situation, and help them choose appropriate solutions to achieve their financial goals. Working closely with individual members and business owners, you are responsible for managing relationships, assessing satisfaction and service quality, identifying areas for improvement, staying up‑to‑date with industry trends, and representing the caisse in the community.

• Advise members and clients on the best strategies and work with them to identify expected results.
• Manage business relationships and evaluate member/client satisfaction and service quality.
• Stay up-to-date on the financial services industry, market trends and best practices.
• Represent the caisse in the community through ...