Adjoint ou adjointe, Gestion de patrimoine
Desjardins
About this role
An Adjoint(e), Gestion de patrimoine supports wealth advisors by delivering professional client service and ensuring accurate administrative management of client accounts in accordance with firm policies and securities regulations. The role assists an advisor or advisor team with client communications, operational support and transaction execution under advisor direction. The position requires French language proficiency and adherence to regulatory standards.
Skills
Qualifications
About Desjardins
desjardins.comDécouvrez des produits et services financiers adaptés à vos besoins. Cartes de crédit, prêts, hypothèque, assurances, épargne et placements.
Recent company news
Endpoints NewsExclusive: Congruence raises $40M, enters clinic with lead obesity drug
3 hours ago
MSNDenison Mines Corp. (DNN) price target raised to C$7 at Desjardins
2 days ago
Financial TimesBCE to participate in the Desjardins Montréal Conference – Company Announcement
6 days ago
MarketBeatDesjardins Forecasts Strong Price Appreciation for Power Co. of Canada (TSE:POW) Stock
2 weeks ago
MSNDesjardins Securities maintains Snowline Gold (SNWGF) buy recommendation
3 days ago
About Desjardins
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
Unlock Company Insights
View leadership team, funding history,
and employee contacts for Desjardins.
Salary
$79k – $106k
per year
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