Desjardins Wealth Management Planner
Desjardins
Support high-potential clients through specialized savings advice, relationship development, and financial strategy planning at Desjardins. This hybrid opportunity requires French.As a Financial Planner, you will serve members and customers with significant savings and investment potential, generally $250,000 or more. You will develop personalized relationships with individuals and business leaders while balancing satisfaction, profitability, and portfolio risk. Your work includes savings, investments, debt management, and asset transfers.Key Responsibilities:
Develop new business through referrals, networking, prospecting, and solicitationAdvise clients on financial strategies for savings and investmentsTransfer external assets and develop referred customer potentialCollaborate with Desjardins components and community business partnersManage portfolio risk and follow applicable policies and lawsRequirements:
Bachelor's degree in a related fieldMinimum four years of relevant experienceFrench-language knowledge is requiredAlternative qualification and experience combinations may be consideredApply financial planning, relationship management, and prudent portfolio oversight to grow client savings with Desjardins.
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Develop new business through referrals, networking, prospecting, and solicitationAdvise clients on financial strategies for savings and investmentsTransfer external assets and develop referred customer potentialCollaborate with Desjardins components and community business partnersManage portfolio risk and follow applicable policies and lawsRequirements:
Bachelor's degree in a related fieldMinimum four years of relevant experienceFrench-language knowledge is requiredAlternative qualification and experience combinations may be consideredApply financial planning, relationship management, and prudent portfolio oversight to grow client savings with Desjardins.
#J-18808-Ljbffr
Vacancy posted 1 hour ago
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