Desjardins

Conseiller ou conseillère, Gestion de patrimoine

Desjardins

1 month ago
Montréal, Québec
Hybrid
Full Time
Senior
0 applicants
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Desjardins
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About this role

A Wealth Management Advisor at Desjardins engages with high-net-worth clients to develop personalized financial strategies, provide advice, and build strong client relationships. The role focuses on understanding client needs, market trends, and offering tailored solutions to help clients achieve their financial goals.

Skills

Qualifications

Baccalauréat dans une discipline appropriéeInscription auprès de l’OCRITitre de planification financièreCertificat 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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