Desjardins

Conseiller principal ou conseillère principale, Gestion de patrimoine

Desjardins

7 days ago
Joliette
Hybrid
Full Time
Senior
0 applicants
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Desjardins
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About this role

A Senior Wealth Management Consultant at Desjardins provides financial advice and develops personalized strategies for high-net-worth clients, including executives and business owners, while managing relationships and driving business growth.

Skills

Qualifications

Bachelor's DegreeCertified Financial PlannerOCRI Registration
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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