Financial planner

Desjardins Group; Montreal; Hybrid; CAD 70,000 - 90,000; Full time

Job summary

A leading financial services organization in Montreal is seeking a Financial Planner to help clients navigate their financial future. The role requires strong expertise in financial planning and excellent communication skills in both French and English. Responsibilities include building client relationships, analyzing financial situations, and advising on investment options. This full-time position offers competitive salary and benefits, including a pension plan and flexible vacation.

Benefits

Competitive salary and annual bonus

4 weeks of flexible vacation

Defined benefit pension plan

Group insurance including telemedicine

Reimbursement for health and wellness equipment

Qualifications

• Minimum six years of relevant experience.
• Certified Financial Planner (CFP) and Life & Accident & Sickness License (LLQP).
• Life insurance license or willingness to obtain within 6 months.

Responsibilities

• Build trust-based relationships with participants.
• Analyze complex financial situations and prepare comprehensive plans.
• Advise on retirement income options and investments.

Skills

Proficiency in French

Advanced English skills

Financial planning knowledge

Education

Bachelor’s degree in business administration

Job description

Job Title: Financial Planner

Location: Montréal (Hybrid work arrangement)

Employment Type: Full-time

Posted: Yesterday

About the Role

As a financial planner recognized by FP Canada, you will help clients make informed decisions about their financial future and improve their financial well-being. You will have strong knowledge of the seven main areas of financial planning, including retirement income strategies, investment products, tax considerations, and more. Your role involves providing personalized financial plans, supporting clients via phone and virtual tools, and collaborating with a team across Canada.

Key Responsibilities

1. Build trust-based relationships with participants, identifying their needs using the pillars of financial planning.
2. Analyze complex financial situations and prepare comprehensive plans.
3. Advise on retirement income options, investments, government benefits, etc.
4. Achieve individual and team performance objectives.
5. Stay current on industry standards, tools, and regulatory changes.
6. Support asset accumulation and consolidation within group retirement savings plans.
7. Deliver quality advisory services, handle requests, and prepare reports.
8. Collect and analyze financial data for decision-making.
9. Promote digital tools and train participants to use them.
10. Review information for accuracy before sharing with participants.
11. Participate in projects and initiatives to strengthen client relationships.

What We Offer

• Competitive salary and annual bonus
• 4 weeks of flexible vacation
• Defined benefit pension plan
• Group insurance including telemedicine
• Reimbursement for health, wellness, and telework equipment

* Benefits are subject to eligibility.

Qualifications

• Bachelor’s degree in business administration
• Minimum six years of relevant experience
• Certified Financial Planner (CFP) and Life & Accident & Sickness License (LLQP)
• Life insurance license or willingness to obtain within 6 months
• Proficiency in French and advanced English skills
• Knowledge of Canadian provincial regulations and group savings
• Willingness to travel occasionally

Additional Information

Desjardins Group is committed to diversity and inclusion. We welcome applicants of all backgrounds and provide accommodations during the recruitment process if needed.