Financial Planner – Development

Posted 2 weeks ago

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About the role

  • 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

Job type

Full Time

Experience level

Mid levelSenior

Salary

Not specified

Degree requirement

Bachelor's Degree

Location requirements

HybridTrois RivieresCanada

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