Strategic leader driving SpotOn's data and reporting capabilities. Overseeing financial and operational analytics, influencing executive decision - making, and mentoring a team.
About the role
- Developement Financial Planner at Desjardins Group, developing business and maintaining client relationships for specialized savings. Advising clients on financial strategies to enhance their portfolios.
Responsibilities
- Develop new business with customers composed of individuals and/or business leaders
- Maintain a balance between member and customer satisfaction, profitability and the level of risk involved
- Develop and maintain business relationships with members and clients
- Ensure the transfer of members' external assets
- Advise members on the best financial strategies
- Develop and maintain sustainable and customized collaborations
- Be attentive to the needs of members and customers
- Develop strategies and implement actions to publicize Desjardins Group's service offer
- Adhere to current policies, practices, and standards as well as to the various laws governing the distribution of financial products
Requirements
- Bachelor's degree in a related field
- A minimum of four years of relevant experience
- Financial Planning title (Pl. Fin.)
- Knowledge of French is required
Benefits
- 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
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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