Desjardins

Conseiller ou conseillère, Finances personnelles

Desjardins

2 months ago
Beloeil, Quebec
Hybrid
Full Time
Junior
0 applicants
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Desjardins
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About this role

A Personal Finance Advisor at Desjardins Caisse Beloeil - Mont-Saint-Hilaire develops and maintains trust-based relationships with members and clients to support their financial well-being. The role focuses on providing tailored guidance and recommending appropriate solutions across investments, financing, and protection to help clients reach their financial goals. The position contributes to Desjardins' presence in the community and member satisfaction.

Skills

Qualifications

Bachelor's DegreeAMF Certification (Representative in Collective Savings)
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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