Conseiller ou conseillère, Finances personnelles
Desjardins
About this role
A Personal Financial Advisor at Desjardins Caisse Canadienne Italienne builds and maintains trusted long-term relationships with member and business clients, offering tailored financial guidance to help them achieve their goals. The role involves advising on savings, financing and protection solutions while balancing member satisfaction, business objectives, risk management and profitability. The advisor collaborates with internal partners and experts to propose integrated strategies and represents the caisse in the community.
Skills
Qualifications
About Desjardins
desjardins.comIndustry
Finance
Découvrez des produits et services financiers adaptés à vos besoins. Cartes de crédit, prêts, hypothèque, assurances, épargne et placements.
Recent company news
Professional Carwashing & DetailingOPW production engineering manager named 2026 STEP Ahead honoree
19 hours ago
Insider MonkeyDenison Mines Corp. (DNN) Price Target Raised to C$7 at Desjardins
2 days ago
Bloomberg.comDesjardins Scouts for Hires and Deals to Expand Wealth, Capital Markets
2 weeks ago
MarketBeatDesjardins Raises Loblaw Companies (TSE:L) Price Target to C$70.00
2 weeks ago
Quantum Computing ReportPodcast with Pierre Desjardins, Co-founder and CEO of C12 Quantum Electronics
1 month 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
$46k – $62k
per year
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