Senior Savings And Investment Advisor
Desjardins
Guide members and customers toward stronger savings and investment portfolios through specialized advice, debt management, and asset transfers. Work is hybrid.This Financial Planner role focuses on personalized business relationships and high-calibre savings services for clients with substantial financial potential. You will advise individuals and business leaders, identify opportunities, and involve Desjardins specialists when needed. The position also supports the reputation of Desjardins Group's wealth management service offer.Key Responsibilities:
Provide customized savings and investment recommendationsAdvise on debt management and financial strategiesEnsure transfers of members' external assetsIdentify opportunities and refer clients appropriatelyPromote Desjardins Group's wealth management servicesRequirements:
Bachelor's degree in a related disciplineAt least four years of relevant experienceKnowledge of French is requiredOther relevant qualification combinations may qualifyBring financial strategy, specialized savings expertise, and customer focus to help Desjardins clients develop their portfolios.
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Provide customized savings and investment recommendationsAdvise on debt management and financial strategiesEnsure transfers of members' external assetsIdentify opportunities and refer clients appropriatelyPromote Desjardins Group's wealth management servicesRequirements:
Bachelor's degree in a related disciplineAt least four years of relevant experienceKnowledge of French is requiredOther relevant qualification combinations may qualifyBring financial strategy, specialized savings expertise, and customer focus to help Desjardins clients develop their portfolios.
#J-18808-Ljbffr
Vacancy posted 52 minutes ago
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