Desjardins

Conseiller adjoint ou conseillère adjointe en gestion de patrimoine

Desjardins

2 months ago
Salaberry-de-Valleyfield, Quebec
Hybrid
Full Time
Junior
0 applicants
Desjardins
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About this role

An Assistant Wealth Advisor at Desjardins supports wealth managers by ensuring high-quality client service and assisting with client account maintenance and product selection based on team recommendations. The role works within the firm’s wealth management operations and involves client-facing interactions and market awareness to support portfolio decisions.

Skills

Qualifications

DEC (Diplôme d’études collégiales)Registration with OCRI
Desjardins

About Desjardins

desjardins.com

Industries

Finance

Découvrez des produits et services financiers adaptés à vos besoins. Cartes de crédit, prêts, hypothèque, assurances, épargne et placements.

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

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