Desjardins

Conseiller principal ou conseillère principale, Gestion de patrimoine

Desjardins

2 months ago
Saint-Hyacinthe, Quebec
Hybrid
Full Time
Senior
0 applicants
Desjardins
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About this role

A Senior Wealth Management Advisor at Desjardins Signature Service Richelieu-Yamaska serving high-net-worth and business-owner clients. The role focuses on delivering premium, personalized 360° wealth management and representing the firm in client relationships while working with specialist partners and contributing to the overall financial strategy.

Skills

Qualifications

BaccalauréatCertificat en planification financière - Autorité des marchés financiersReprésentant(e) inscrit OCRI
Desjardins

About Desjardins

desjardins.com

Industries

Finance

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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