Desjardins

Conseiller ou conseillère, Finances personnelles

Desjardins

3 months ago
Lévis, Quebec
Hybrid
Full Time
Junior
0 applicants
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Desjardins
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About this role

A Personal Finance Advisor at Caisse Desjardins de la Chaudière builds and maintains trusted, long-term relationships with individual and business members to ensure their financial satisfaction. The role involves listening to client needs, providing tailored advice and solutions across investments, financing and protection, and coordinating with internal experts to deliver integrated strategies that help clients reach their financial goals.

Skills

Qualifications

BaccalauréatCertificat de représentant en épargne collective - Autorité des marchés financiers (AMF)
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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