Desjardins

Planificateur financier ou planificatrice financière

Desjardins

1 month ago
Trois-Rivières, Quebec
Hybrid
Full Time
Medior
0 applicants
Desjardins
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About this role

A Financial Planner who builds and maintains relationships with members and clients, supporting acquisition, development and retention. The role analyzes complex client requests, aligns solutions with client objectives, and presents integrated service offers in collaboration with other professionals. The position contributes to market monitoring and identifies opportunities for client wealth repatriation and insurance protection.

Skills

Qualifications

BaccalauréatSpecialization in TaxationCCVMPl. Fin
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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