Home
Jobs
Saved
Resumes
Financial Planner, Development at Desjardins | JobVerse
JobVerse
Home
Jobs
Recruiters
Companies
Pricing
Blog
Jobs
/
Financial Planner, Development
Desjardins
Website
LinkedIn
Financial Planner, Development
Canada
Full Time
2 weeks ago
No Sponsorship
Apply Now
Key skills
Risk Management
About this role
Role Overview
Develop new business with individual members and business leaders
Balance member and customer satisfaction with profitability and risk management
Build and maintain business relationships with members and clients
Advise members and clients on optimal financial strategies
Establish and sustain collaborative relationships with account managers and business partners
Identify business opportunities and refer them to the appropriate specialists
Develop strategies to strengthen the reputation of Desjardins Group's wealth management offerings
Requirements
Bachelor's degree in a related field
Minimum of four years of relevant experience
Proficiency in French required
Benefits
Competitive salary and annual bonus
Four weeks of flexible vacation starting in the first year
Defined benefit pension plan providing predictable, stable retirement income
Group insurance including telemedicine
Reimbursement for health and wellness expenses and telework equipment
Apply Now
Home
Jobs
Saved
Resumes