Financial planner

Desjardins Group; Toronto; Hybrid; CAD 75,000 - 95,000; Full time

Job summary

A leading financial services company is seeking a Financial Planner in Toronto to help clients enhance their financial well-being through tailored advice and strategic planning. The ideal candidate will hold a Bachelor's degree in business administration, have at least five years of experience, and be a Certified Financial Planner. This role offers a competitive salary, flexible vacation, and a hybrid work model.

Benefits

Competitive salary and annual bonus

Four weeks of flexible vacation

Defined benefit pension plan

Group insurance including telemedicine

Reimbursement for health and wellness expenses

Qualifications

• At least five years of relevant experience.
• Certified Financial Planner (CFP) and Life and Accident & Sickness License (via LLQP).
• Deep knowledge of group savings and financial advisory.

Responsibilities

• Build trust-based relationships with participants.
• Analyze complex financial situations and prepare comprehensive plans.
• Advise on retirement income options and investments.
• Achieve performance objectives for organizational growth.
• Stay current on financial planning standards and tools.

Skills

Client-focused communication

Financial planning knowledge

Active listening

Analytical skills

Education

Bachelor’s degree in business administration

Tools

NaviPlan

TEAMS

Job description

Remote work arrangement: Hybrid work

Location: Toronto

Position type: Full time

Posted on: Yesterday

Job requisition ID: R2510373

Overview: As a financial planner recognized by FP Canada, you help clients make informed decisions about their financial future and improve their financial well-being. You possess strong knowledge in the seven main areas of financial planning, including retirement income strategies, investment products, and tax considerations. You are a client-focused communicator, using active listening to assess needs and provide personalized financial plans. Using tools like NaviPlan, you create detailed projections and guide clients confidently through their financial journey. You understand accumulation and retirement income products and their variations across Canadian jurisdictions. You support plan participants via phone or virtual tools such as TEAMS. You work closely with teammates across Canada, mainly in Montreal and Toronto, as part of a performance-driven team focused on collaboration and shared goals.

Key Responsibilities:

1. Build trust-based relationships with participants, identifying needs and supporting asset retention within group retirement plans.
2. Analyze complex financial situations and prepare comprehensive plans.
3. Advise on retirement income options, investments, and government benefits.
4. Achieve individual and team performance objectives to support organizational growth.
5. Stay current on financial planning standards, tools, and regulations.
6. Adapt to evolving technologies and processes in financial planning.
7. Support asset accumulation and external asset consolidation within members’ accounts.
8. Deliver quality advisory services, handle requests, and prepare reports.
9. Collect and analyze financial data for decision-making.
10. Promote digital tools and train participants to enhance their financial autonomy.
11. Ensure accuracy of information shared with participants.
12. Participate in GRS projects and initiatives to strengthen participant relationships.

What We Offer:

• Competitive salary and annual bonus
• Four weeks of flexible vacation from the first year
• Defined benefit pension plan
• Group insurance including telemedicine
• Reimbursement for health, wellness expenses, and telework equipment

*Benefits are based on eligibility.

Qualifications:

• Bachelor’s degree in business administration
• At least five years of relevant experience (other combinations may be considered)
• Certified Financial Planner (CFP) and Life and Accident & Sickness License (via LLQP) issued by FSRA
• Life insurance license (LLQP) or willingness to obtain within 6 months
• Deep knowledge of group savings, financial advisory, and provincial regulations
• Advanced English proficiency
• Availability for occasional travel

Action-oriented, customer-focused, interpersonal savvy, strategic mindset, nimble learning, and networked.

#LI-Hybrid

Trade Union: We value diversity, equity, and inclusion, and are committed to a discrimination-free workplace. We offer accommodations during the recruitment process upon request.

Job Family: Member/client sales and service (FG)

Unposting Date: August 18, 2025

Note: The second mention of remote work states full-time telework, but the primary description indicates a hybrid work arrangement. Clarify as needed.