Desjardins

Conseiller principal ou conseillère principale en gestion de patrimoine

Desjardins

26 days ago
Montréal, QC
Hybrid
Full Time
Senior
0 applicants
Desjardins
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About this role

A Principal Wealth Management Advisor at Desjardins is responsible for developing and managing client relationships, providing personalized financial strategies, and offering high-end investment and planning advice to affluent clients. The role involves collaboration with professionals, understanding complex client needs, and representing the organization in the financial community.

Skills

Qualifications

Bachelor's DegreeCertificate in Financial Planning - Autorité des marchés financiersRegistered Representative Title with OCRI
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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