Desjardins

Conseiller ou conseillère, Gestion de patrimoine

Desjardins

1 month ago
Coteau-du-Lac, QC
Hybrid
Full Time
Junior
0 applicants
Desjardins
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About this role

A conseiller en gestion de patrimoine at Desjardins de Vaudreuil-Soulanges develops trusted relationships with members and clients to provide tailored financial advice and solutions, supporting their financial goals. The role involves client relationship management, market awareness, and representation within the community.

Skills

Qualifications

Baccalauréat dans une discipline appropriéeCertificat de représentant(e) en épargne collective – Autorité des marchés financiers
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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