Conseiller ou conseillère, Gestion de patrimoine
Desjardins
About this role
A Wealth Management Advisor at Caisse Desjardins du Complexe Desjardins (becoming Caisse du Centre-Ville de Montréal) develops and maintains long-term, trust-based relationships with affluent individual and business members. The role provides tailored financial advice and integrated solutions across investments, financing and protection to help clients reach their financial goals. The advisor serves as a subject-matter expert in savings and investments and supports alignment between member satisfaction, business objectives, risk management and profitability.
Skills
Qualifications
About Desjardins
desjardins.comDécouvrez des produits et services financiers adaptés à vos besoins. Cartes de crédit, prêts, hypothèque, assurances, épargne et placements.
Recent company news
Endpoints NewsExclusive: Congruence raises $40M, enters clinic with lead obesity drug
3 hours ago
MSNDenison Mines Corp. (DNN) price target raised to C$7 at Desjardins
2 days ago
Financial TimesBCE to participate in the Desjardins Montréal Conference – Company Announcement
6 days ago
MarketBeatDesjardins Forecasts Strong Price Appreciation for Power Co. of Canada (TSE:POW) Stock
2 weeks ago
MSNDesjardins Securities maintains Snowline Gold (SNWGF) buy recommendation
3 days 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
$61k – $83k
per year
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