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 recent business through referrals, networking, prospecting, and solicitation
- Advise clients on financial strategies for savings and investments




- Transfer external assets and develop referred customer potential
- Collaborate with Desjardins components and community business partners
- Manage portfolio risk and follow applicable policies and laws

Requirements:

- Bachelor's degree in a related field
- Minimum four years of relevant experience
- French-language knowledge is required
- Alternative qualification and experience combinations may be considered

Apply financial planning, relationship management, and prudent portfolio oversight to grow client savings with Desjardins.

📌 Desjardins Wealth Management Planner (Quebec City)
🏢 Relevance
📍 Quebec City