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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
- Maintain a balance between member and customer satisfaction, profitability and the level of risk involved
- Respond to specialized savings needs and call on the contribution of Desjardins components as needed
- Advise members and customers on the best financial strategies
- Develop and maintain sustainable and customized collaborations with account managers and business partners
- Ensure sound and prudent risk management for the portfolio under responsibility
Requirements
What you’ll need- Bachelor's degree in a related field
- A minimum of four years of relevant experience
- 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
customer satisfactionprofitability managementrisk managementfinancial advisingcollaborationcommunication
Certifications
Bachelor's degree