Conseiller ou conseillère, Gestion Patrimoine
Desjardins
About this role
A Wealth Management Advisor at Desjardins Caisse de Rosemont–La Petite-Patrie builds and maintains long-term trusted relationships with individual and business members, offering tailored financial advice and solutions. The role focuses on recommending investment, financing and protection strategies, aligning member satisfaction with business objectives, and representing the caisse in the community. The position is client-facing and emphasizes staying current with financial markets and best practices.
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
$73k – $98k
per year
More jobs at Desjardins
Similar Jobs
Portfolio Manager - Private Asset Management
TIAA
Conseiller en gestion de patrimoine - Saint-Étienne H/F
UFF
Conseiller en gestion de patrimoine - Carcasonne H/F
UFF
Conseiller en gestion de patrimoine - Narbonne H/F
UFF
Conseiller en gestion de patrimoine - Lille H/F
UFF
Conseiller en gestion de patrimoine - Epinal H/F
UFF