Financial Planner, Development

Desjardins; Trois-Rivières; On-site; CAD 75,000 - 110,000; Full time

Benefits offered by this job

Competitive salary and annual bonus

4 weeks flexible vacation starting in

Defined benefit pension plan

Group insurance including telemedicine

Reimbursement of health and wellness**

Job summary

Desjardins in Trois-Rivières seeks a wealth management professional to develop personalized relationships with high-potential members and clients. You will advise on savings, investments, and debt strategies, leveraging Desjardins components as needed to grow portfolios.

The role requires a Bachelor's degree in a related field and at least four years of relevant experience, with French language proficiency. A defined benefit pension and telework options are offered where eligible.

Qualifications

• Bachelor's degree required or equivalent
• Experience in wealth management or financial services preferred
• French language knowledge required

Responsibilities

• Develop and maintain personalized relationships with members and customers to help achieve financial goals.
• Provide integrated savings and investments advice, focusing on high-potential clients (250k+).
• Advertise and enhance the Desjardins wealth management service offering with stakeholders and partners.
• Ensure compliance with policies and prudent risk management for the portfolio.

Skills

Relationship building

Financial advisory

Sales and client services

Networking

Risk management

Education

Bachelor's degree in a related field

Job description

Required

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.

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
• 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)