Desjardins

Conseiller ou conseillère, Gestion de patrimoine

Desjardins

1 day ago
Québec
Hybrid
Full Time
Senior
0 applicants
Desjardins
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About this role

A conseiller en gestion de patrimoine at Desjardins is responsible for building and maintaining trust-based relationships with members and clients, offering tailored financial advice, and coordinating solutions to help them reach their financial goals. The role involves client management, financial planning, and collaboration with partners to deliver comprehensive services.

Skills

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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