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Financial Planner, Development
Desjardins. Develop and maintain personalized business relationships with members and customers .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in developing personalized business relationships and advising on financial strategies to achieve client goals. Proficient in risk management and compliance with financial product distribution laws.
Highest-signal resume keywords
Bachelor's DegreeFinancial Strategy AdvisingRisk ManagementWealth Management Services PromotionFrench Language Proficiency
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Portfolio ManagementDebt ManagementSavings ServicesInvestment Portfolio GrowthBusiness Development
Soft Skills
Customer Relationship ManagementCollaborationCommunication
Industry Keywords
Financial Products DistributionCompliance StandardsCaisse SavingsFinancial Goals AchievementBusiness Opportunities Identification
About the role
Key responsibilities & impact- Develop and maintain personalized business relationships with members and customers
- Assist members and customers in achieving financial goals through specialized savings services
- Serve customers with high potential for caisse savings and investments of $250,000 and more
- Develop new business with individuals and business leaders while balancing satisfaction, profitability, and risk
- Respond to specialized savings needs and involve Desjardins components as needed
- Transfer members' external assets and develop referred, solicited, or prospected members' potential
- Advise on financial strategies, including debt management, to grow savings and investment portfolios
- Maintain customized collaborations with Desjardins Business Centre account managers, Desjardins components, 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 applicable policies, practices, standards, and financial product distribution laws
- 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 and laws governing the distribution of financial products and services
- Sound and prudent risk management for the portfolio under 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
- Recruitment process accommodations at any stage, upon request