Desjardins

Conseiller ou conseillère, Gestion de patrimoine

Desjardins

3 days ago
Montréal, Quebec
Hybrid
Full Time
Junior
0 applicants
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Desjardins
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About this role

A financial advisor at Desjardins de Bordeaux provides tailored financial advice to members and clients, building long-term trusted relationships while offering solutions related to investments, financing, and protection. The role emphasizes understanding client needs and market trends, collaborating with partners, and ensuring customer satisfaction.

Skills

Qualifications

Baccalauréat dans une discipline appropriéeCertificat de représentant 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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