Conseiller principal ou conseillère principale, Planification financière, Développeur ou développeuse
Desjardins(8 days ago)
About this role
A Principal Financial Planning Advisor at Desjardins specializes in providing complex financial, tax, and estate planning services to affluent and entrepreneurial clients. The role involves understanding client needs, developing personalized strategies, and collaborating closely with financial planners to deliver high-quality financial advice and solutions.
Required Skills
- Financial Planning
- Taxation
- Estate Planning
- Client Relations
- Financial Analysis
- Wealth Management
- Investment Strategies
- Compliance
- Financial Software
About Desjardins
desjardins.comDécouvrez des produits et services financiers adaptés à vos besoins. Cartes de crédit, prêts, hypothèque, assurances, épargne et placements.
View more jobs at Desjardins →Apply instantly with AI
Let ApplyBlast auto-apply to jobs like this for you. Save hours on applications and land your dream job faster.
More jobs at Desjardins
Similar Jobs
Tax Estate Planner
TD Bank Group(20 days ago)
Wealth Planning Consultant, Specialist
Our Group(14 days ago)
Senior Wealth Planner
Allworth Financial(2 months ago)
VP, Wealth Management Advisor - Orlando/Tampa
Fidelity(1 month ago)
Sr. Wealth Advisor (Hybrid - Columbus, OH)
Mercer Advisors(11 days ago)
Wealth Planning Consultant, Senior Specialist
Our Group(15 days ago)