Desjardins

Conseiller principal ou conseillère principale en gestion de patrimoine

Desjardins

14 days ago
Québec
Hybrid
Full Time
Senior
0 applicants
View Job Listing
Desjardins
Apply to 100+ jobs

About this role

A Senior Wealth Management Consultant at Desjardins Signature Service Group Caisses develops and manages business relationships, prospecting new clients and providing personalized financial strategies. The role involves offering tailored investment and wealth management solutions to high-net-worth individuals and business owners.

Skills

Qualifications

Bachelor's DegreeCertified Investment Representative (CIR)Certified Financial Planner (CFP)Registered Representative (OCRI)French Language Proficiency
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

Unlock Company Insights

View leadership team, funding history,
and employee contacts for Desjardins.

Reveal Company Insights

ApplyBlast uses AI to match you with the right jobs, tailor your resume and cover letter, and apply automatically so you can land your dream job faster.

© All Rights Reserved. ApplyBlast.com