Financial Planner developing and maintaining personalized business relationships with clients and members at Desjardins. Assisting clients in achieving financial goals with specialized savings services.
Responsibilities
Develop new business with customers composed of individuals and/or business leaders
Maintain a balance between member and customer satisfaction, profitability, and level of risk
Develop and maintain business relationships with assigned members and clients
Ensure the in-transfer of external assets
Advise members and customers on financial strategies
Develop sustainable collaborations with Desjardins components and business partners
Be attentive to members' needs to ensure full satisfaction
Develop strategies to publicize and enhance Desjardins Group's reputation
Carry out sound and prudent risk management
Requirements
Bachelor's degree in a related field
A minimum of four years of relevant experience
Knowledge of French is required
Action oriented
Customer Focus
Differences
Drive results
Interpersonal Savvy
Nimble learning
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
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