Senior financial planning advisor developer

Desjardins Group; Quebec; Hybrid; CAD 85,000 - 120,000; Full time

Job summary

A leading company is seeking a Senior Financial Planning Advisor Developer to enhance business relationships and drive profitability through client services. You will lead strategic initiatives and advocate for client satisfaction while leveraging your extensive experience in finance and interpersonal skills.

Benefits

Competitive salary and annual bonus

4 weeks of flexible vacation

Defined benefit pension plan

Group insurance including telemedicine

Reimbursement of health and wellness expenses

Qualifications

• Minimum of eight years of relevant experience.
• Knowledge of French is required.
• Other combinations of qualifications may be considered.

Responsibilities

• Advise on business and partnership opportunities to boost development.
• Help clients develop and execute strategic initiatives.
• Monitor industry trends and make recommendations.

Skills

Interpersonal Savvy

Strategic Mindset

Complexity Management

Education

Bachelor's degree in a related field

Tools

Mutual fund representative certificate

Job description

As a Senior financial planning advisor developer, you help serve and maintain business relationships with members and clients. You help sell products and services through multiple distribution channels based on member/client needs and current strategies and practices. You lead and influence clients and practitioners on sales and service development projects, initiatives and activities that significantly impact the entire organization. You take a strategic mindset to boost the organization’s development and profitability while retaining clients and stakeholders and ensuring their satisfaction. You draw on your networking skills and interpersonal savvy to develop and maintain business partnerships with prestige and key clients who have complex, diverse needs. Your highly complex, strategic initiatives require extensive knowledge of sales and service. You analyze highly complex problems and develop and implement personalized solutions tailored to client needs. You serve as expert for your unit, members and clients and represent your unit before senior management committees and decision-making bodies. You represent Desjardins and enter the organization into important agreements with clients. You have considerable leeway and many opportunities to establish and negotiate product and service terms. More specifically, you will be required to:

• Advise practitioners and help evaluate business and partnership opportunities to boost the organization’s development and profitability

• Help members, clients and stakeholders position, plan, develop, execute and monitor strategic initiatives

• See to member, client and stakeholder development, retention and satisfaction. Develop retention tactics and strategies

• Monitor the industry to understand and anticipate trends in your specialty area and make recommendations.

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 eight years of relevant experience

• Please note that other combinations of qualifications and relevant experience may be considered

• Mutual fund representative certificate – Autorité des marchés financiers

• Knowledge of French is required

Ambiguity, Communicates effectively, Complexity, Interpersonal Savvy, Persuades, Situational adaptability, Strategic mindset, Trust

#LI-Hybrid

Trade Union (If applicable)

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!

Job Family

Member/client sales and service (FG)

Unposting Date

2025-06-23