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Desjardins

Financial Planner, Development

Trois-Rivières, QC, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Oct 23, 2026
Posting language: English
Posted: Oct 2, 2026

Original job description

The incumbent is responsible for developing and maintaining personalized business relationships with members and customers and assisting them in achieving their financial goals by providing an integrated high-calibre specialized savings service offer. He or she generally serves customers with high potential for caisse savings and investments (250,000 dollars and more), recruited through referrals and his or her networking, prospecting and solicitation activities. More specifically, you will be required to:

Develop new business with customers composed of individuals and/or business leaders, while maintaining a balance between member and customer satisfaction, profitability and the level of risk involved
Develop and maintain business relationships with members and clients assigned to him or her by responding to their specialized savings needs and by calling on the contribution of Desjardins components as needed
Ensure thein-transfer of members' external assets and fully develop the potential of members referred to, solicited or prospected by the Caisse
Advise members and customers on the best financial strategies (including debt management) to grow their savings and investment portfolios
Develop and maintain sustainable and customized collaborations with account managers at the Desjardins Business Centre, Desjardins components, and various business partners in the community as well as those referred by members and customers
Be attentive to the needs of members and customers to ensure their full satisfaction, pinpoint business opportunities, and as required, refer them to individuals who can meet their needs
Develop strategies and implement actions to publicize and enhance the reputation of Desjardins Group's wealth management service offer
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

What we offer*

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

* Benefits apply based on eligibility criteria.

What you bring to the table

Bachelor's degree in a related field
A minimum of four years of relevant experience
Please note that 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

Equity, Diversity, Inclusion and Accessibility

At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should reflect the diversity of the members, clients and communities we serve.

If there's something we can do to help make the recruitment process or the job you're applying for more accessible, let us know. We can provide accommodations at any stage in the recruitment process. Just ask!

Trade Union (If applicable)

Job Family

Member/client sales and service (FG)

Unposting Date

2026-10-22

Apply About employer

More about this job

Responsibilities

The incumbent develops and maintains personalized business relationships with high-potential clients to help them achieve their financial goals through specialized savings and investment services. They are responsible for prospecting new business, managing portfolios, and collaborating with internal partners to ensure member satisfaction and prudent risk management.

Requirements

Candidates must hold a bachelor's degree in a related field and possess at least four years of relevant experience. A professional designation as a Financial Planner and registration as a Registered Representative are required, along with proficiency in French.

Skills

Financial planning
Wealth management
Business development
Relationship management
Portfolio management
Debt management
Networking
Prospecting
Risk management
Customer service
Taxation
Financial strategy
Investment advice
Communication
Action oriented
Interpersonal savvy

Benefits

Competitive salary
Annual bonus
Flexible vacation
Defined benefit pension plan
Group insurance
Telemedicine
Health and wellness expense reimbursement
Telework equipment

Visa sponsorship

Not detected in the job text

Keywords

Financial Planner
Wealth Management
Business Development
Investment
Savings
Taxation
Risk Management
Portfolio Management
Debt Management
Desjardins
Financial Services
Networking
Prospecting
Customer Satisfaction
Hybrid Work
Pension Plan
Group Insurance
Telemedicine

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