Senior Wealth Planner for High‑Value Clients

Desjardins Group; Trois-Rivières; On-site; CAD 90,000 - 130,000; Full time

Benefits offered by this job

Annual bonus

4 weeks vacation

Pension plan

Group insurance

Telework equipment

Wellness reimbursement

Job summary

Desjardins Group in Canada seeks a Financial Planner to develop and maintain personalized relationships with members and clients, guiding them toward achieving financial goals through integrated savings and investment solutions.

You will work with high-potential customers, manage assets, coordinate with Desjardins partners, and promote wealth management offerings while adhering to regulatory standards and risk management practices.

Qualifications

• Bachelor's degree in a related field is required.
• Academic specialization in Taxation is preferred.
• Hold the title of Financial Planner and be registered or eligible as a Registered Representative.
• Knowledge of French is required.

Responsibilities

• Develop new business with individuals and business leaders while maintaining client satisfaction, profitability and risk balance.
• Advise members and customers on savings/investment strategies and coordinate with Desjardins components as needed.
• Build collaborations with account managers, Desjardins partners, and community contacts to grow the wealth management offering.

Skills

French language proficiency

Customer focus

Results oriented

Networking

Education

Bachelor's degree in a related field

Academic specialization in Taxation

Financial Planner title

Registered Representative status/eligibility

French language required

Job description

Desjardins Group in Canada seeks a Financial Planner to develop and maintain personalized relationships with members and clients, guiding them toward achieving financial goals through integrated savings and investment solutions.

You will work with high-potential customers, manage assets, coordinate with Desjardins partners, and promote wealth management offerings while adhering to regulatory standards and risk management practices.