Financial Planner – Development

Desjardins

. Develop new business with individuals and/or business leaders while balancing member and customer satisfaction, profitability and risk .

Posted 11/4/2026full-timeCanadaMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in developing business relationships and advising clients on financial strategies, including debt management and portfolio growth. Proficient in risk management and compliance with financial regulations while enhancing service offerings.

Highest-signal resume keywords

Business DevelopmentFinancial Strategy AdvisoryRisk ManagementClient Relationship ManagementCompliance with Financial Regulations

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Debt ManagementPortfolio ManagementFinancial Product DistributionWealth ManagementRisk Assessment

Soft Skills

Customer SatisfactionCommunicationCollaborationProblem Solving

Industry Keywords

Financial ServicesInvestment PortfoliosMember Needs AssessmentBusiness OpportunitiesDesjardins Group

About the role

Key responsibilities & impact

Develop new business with individuals and/or business leaders while balancing member and customer satisfaction, profitability and risk
Develop and maintain business relationships with members and clients and respond to specialized savings needs
Ensure the transfer of members' external assets and develop the potential of referred, solicited or prospected members
Advise members and customers on financial strategies, including debt management, to grow savings and investment portfolios
Develop and maintain customized collaborations with Desjardins account managers, business components, community partners, and referrals
Identify member and customer needs, business opportunities, and refer them to appropriate specialists
Develop strategies and implement actions to publicize and enhance Desjardins Group's wealth management service offer
Comply with applicable policies, practices, standards, and laws governing financial product and service distribution
Manage portfolio risk soundly and prudently

Requirements

What you’ll need

Bachelor's degree in a related field
A minimum of four years of relevant experience
Other combinations of qualifications and relevant experience may be considered
Knowledge of French is required
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

Benefits

Comp & perks

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