Financial Planner

As a Financial Planner, you contribute to the support, prospecting, solicitation, development, and maintenance of business relationships with members and clients. You actively participate in the development and maintenance of business relationships with a loyal clientele in your field of activity. You analyze and handle complex information requests from the clientele while taking advantage of your ability to achieve results. You ensure the consistency between the objectives and the satisfaction of members and clients. You intervene with a clientele representing a development potential for your sector. You analyze the needs of members and clients and participate in the elaboration and implementation of adapted solutions and present integrated service offers. More specifically, you will be required to:

• Establish a consulting relationship by detecting current or potential needs and fostering customer retention.
• Collect, gather, and analyze information, write reports and recommendations.
• Evaluate customer satisfaction and service quality, follow up, and make required improvements.
• Conduct market vigilance to stay aware of opportunities, trends, and best practices in your field of activity.
• Collaborate with the various professionals of our clientele (accountant, tax advisor, notary, lawyer).
• Analyze the insurance needs of our clientele in collaboration with advisors and colleagues.
• Support asset managers in the 360-degree offer provided to the clientele.
• Detect opportunities for repatriation of savings and insurance protection.

What we offer

• Competitive salary and annual bonus
• 4 weeks of flexible vacation starting in the first year
• Defined benefit pension plan that ensures a predictable and stable income throughout retirement
• Group insurance plan including telemedicine services
• Reimbursement of health, well-being, and telework equipment expenses
• *Benefits are applicable based on eligibility criteria.*
• #LI-Hybrid

What you will bring to the table

• Bachelor's degree in an appropriate discipline
• A minimum of four years of relevant experience in the financial and financial planning domain
• Please note that other combinations of education and relevant experience may be considered
• Specialization in taxation
• Financial Planning designation (Pl. Fin)
• Designation as a registered representative with the OCRI, in progress or completed
• Knowledge of French required

Appreciate differences, Learn with agility, Be client-oriented, Be action-oriented, Master interpersonal relationships, Aim for results

Equity, diversity, inclusion, and accessibility

At Desjardins, we believe in equity, diversity, and inclusion. We are committed to welcoming all individuals, considering and valuing them for who they are, enriching ourselves with their differences and uniqueness, and, most importantly, providing them with a work environment where they will feel at home. For us, discrimination, in any form, is a zero-tolerance policy! We believe in the importance of our teams reflecting the diversity of our members, our clientele, and the communities we serve.

If you need assistance to make the recruitment process or the position more accessible, please let us know. Accommodation measures will be offered to those who request them at any stage of the recruitment process.

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Union (if applicable)

Job family

Member and client services - sales (GF)

Job posting end date 2026-08-26