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Financial Planner – Development
Desjardins. Develop new business with customers composed of individuals and/or business leaders .
About the role
Key responsibilities & impact- 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
What you’ll need- 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
Comp & perks- 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
ATS Keywords
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Soft Skills
business developmentrelationship managementfinancial advisingstrategic planningpublic relations
Certifications
Bachelor's degreeFinancial Planning title (Pl. Fin.)