Financial Planner – Development

Desjardins

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

Posted 10/2/2026full-timeTrois-Rivières • CanadaMid-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 wealth management services. Proficient in risk management and compliance with financial regulations while maintaining a strong customer focus.

Highest-signal resume keywords

Financial PlanningWealth Management ServicesRisk ManagementCustomer FocusBilingual in French

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial StrategiesDebt ManagementPortfolio DevelopmentBusiness DevelopmentAsset Transfer

Soft Skills

Interpersonal SavvyAction OrientedDrive ResultsNimble Learning

Certifications & Qualifications

Financial PlannerRegistered Representative

Industry Keywords

Desjardins GroupSavings NeedsBusiness RelationshipsComplianceTaxation

About the role

Key responsibilities & impact

Develop new business with individual customers and/or business leaders while balancing member and customer satisfaction, profitability, and risk
Develop and maintain business relationships with members and clients and address their specialized savings needs
Call on Desjardins components as needed
Ensure the transfer of members' external assets and fully develop referred, solicited, or prospected members' potential
Advise members and customers on financial strategies, including debt management, to grow savings and investment portfolios
Develop and maintain customized collaborations with Desjardins Business Centre account managers, Desjardins components, community business partners, and referrals
Identify member and customer needs, business opportunities, and appropriate referrals
Develop and implement strategies to promote Desjardins Group's wealth management services
Comply with policies, practices, standards, and laws governing financial product and service distribution
Perform sound and prudent risk management for the assigned portfolio

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
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

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