Financial Planner – Development
Saint-Georges, Quebec, Canada
Full Time
1 week ago
No Sponsorship
Key skills
Risk Management
About this role
Role Overview
- Develop new business with customers composed of individuals and/or business leaders
- Maintain a balance between member and customer satisfaction, profitability, and risk
- Develop and maintain business relationships with members and clients
- Advise members and customers on financial strategies
- Ensure the transfer of members' external assets
- Develop strategies to publicize Desjardins Group's wealth management services
- Adhere to current policies and standards
- Carry out sound risk management for the portfolio
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