Desjardins

Conseiller financier ou conseillère financière

Desjardins

2 months ago
Ottawa, Canada
Onsite
Full Time
Senior
0 applicants
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Desjardins
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About this role

A Financial Advisor at Desjardins builds and maintains relationships with members and clients, providing tailored investment advice and solutions. The role involves selling securities products through multiple distribution channels (including discretionary management, mutual funds, ETFs and structured products) and managing online securities services. The advisor balances sales targets with prudent risk management, profitability and client satisfaction.

Skills

Qualifications

Bachelor's Degree5 Years Experience
Desjardins

About Desjardins

desjardins.com

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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