Financial Planner, Development

Relevance; Trois-Rivières; Hybrid; CAD 75,000 - 110,000; Full time

Job summary

Desjardins seeks an experienced Financial Planner to build and nurture personalized relationships with high-potential members and clients, helping them achieve their savings and investment goals. You will balance customer satisfaction with profitability while managing risk and leveraging Desjardins components as needed.

You will advise on the best financial strategies, coordinate with Desjardins colleagues and community partners, and oversee asset transfers to maximize client value.

Qualifications

• Bachelor's degree in a related field.
• A minimum of four years of relevant experience.
• Academic specialization in Taxation.
• Hold the title of Financial Planner.
• Be registered or eligible for registration as a Registered Representative.
• Knowledge of French is required.

Responsibilities

• Develop and maintain personalized relationships with members and customers to meet financial goals.
• Advise on best financial strategies to grow savings and investments.
• Develop and maintain business relationships with members and clients and respond to specialized savings needs.
• Coordinate with Desjardins components and partners to meet client needs.
• Ensure transfer of external assets and maximize member potential.
• Adhere to laws and risk management standards in distributing financial products.

Skills

Customer focus

Drive results

Interpersonal savvy

Nimble learning

Action oriented

Education

Bachelor's degree in a related field

Academic specialization in Taxation

Hold the title of Financial Planner

Be registered or eligible for registration as a Registered Representative

Job description

The incumbent is responsible for developing and maintaining personalized business relationships with members and customers and assisting them in achieving their financial goals by providing an integrated high-calibre specialized savings service offer. He or she generally serves customers with high potential for caisse savings and investments (250,000 dollars and more), recruited through referrals and his or her networking, prospecting and solicitation activities. More specifically, you will be required to:

• Develop new business with customers composed of individuals and/or business leaders, while maintaining a balance between member and customer satisfaction, profitability and the level of risk involved
• Develop and maintain business relationships with members and clients assigned to him or her by responding to their specialized savings needs and by calling on the contribution of Desjardins components as needed
• Ensure thein-transfer of members' external assets and fully develop the potential of members referred to, solicited or prospected by the Caisse
• Advise members and customers on the best financial strategies (including debt management) to grow their savings and investment portfolios
• Develop and maintain sustainable and customized collaborations with account managers at the Desjardins Business Centre, Desjardins components, and various business partners in the community as well as those referred by members and customers
• Be attentive to the needs of members and customers to ensure their full satisfaction, pinpoint business opportunities, and as required, refer them to individuals who can meet their needs
• Develop strategies and implement actions to publicize and enhance the reputation of Desjardins Group's wealth management service offer
• Adhere to current policies, practices and standards as well as to the various laws governing the distribution of financial products and services. Carry out sound and prudent risk management for the portfolio under his or her responsibility

What we offer*

• 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

* Benefits apply based on eligibility criteria.

#LI-Hybrid

What you bring to the table

• Bachelor's degree in a related field
• A minimum of four years of relevant experience
• Please note that other combinations of qualifications and relevant experience may be considered
• Academic specialization in Taxation
• Hold the title of Financial Planner
• Be registered or eligible for registration as a Registered Representative
• Knowledge of French is required

Action oriented, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble learning

Equity, Diversity, Inclusion and Accessibility

At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should reflect the diversity of the members, clients and communities we serve.

If there's something we can do to help make the recruitment process or the job you're applying for more accessible, let us know. We can provide accommodations at any stage in the recruitment process. Just ask!

Trade Union (If applicable)

Job Family

Member/client sales and service (FG)