Desjardins

Conseiller principal ou conseillère principale, Planification financière, Développeur ou développeuse

Desjardins

2 months ago
Québec
Hybrid
Full Time
Senior
0 applicants
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Desjardins
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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.

Skills

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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