Desjardins

Financial Planner – Development

Desjardins

full-time

Posted on:

Location Type: Hybrid

Location: Saint-Georges • Canada

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About the role

  • Develop new business with customers composed of individuals and/or business leaders
  • Develop and maintain business relationships with members and clients
  • Advise members and customers on the best financial strategies to grow their savings and investment portfolios
  • Ensure the in-transfer of members' external assets
  • Develop strategies and implement actions to publicize and enhance the reputation of Desjardins Group's wealth management service offer

Requirements

  • Bachelor's degree in a related field
  • A minimum of four years of relevant experience
  • Financial Planning title (Pl. Fin.)
  • Knowledge of French is required
Benefits
  • Competitive salary and annual bonus
  • 4 weeks of flexible vacation starting in the first year
  • Defined benefit pension plan that provides predictable, stable income throughout retirement
  • Group insurance including telemedicine
  • Reimbursement of health and wellness expenses and telework equipment
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Soft Skills
business developmentrelationship managementfinancial advisingstrategic planningpublic relations
Certifications
Bachelor's degreeFinancial Planning title (Pl. Fin.)