Planificateur Financier Ou Planificatrice Financière

Desjardins General Insurance

Competitive salary; annual bonus available; not sp...
Hybrid
Bachelor's degree in appropriate discipline
Minimum four years financial planning experience
French language proficiency required
Desjardins General Insurance is seeking a Financial Planner to manage client relationships, analyze their needs, and develop tailored solutions. The ideal candidate should have at least four years of relevant financial experience, ideally with a specialization in taxation, and must be fluent in French

Job Summary

  • The role involves developing and maintaining business relationships with members and clients while analyzing complex information requests.
  • Candidates will collaborate with various professionals such as accountants, tax specialists, notaries, and lawyers to provide integrated service offers.
  • The company offers a competitive salary, annual bonus, flexible vacation time, and a defined benefit pension plan.

Matching Summary

Match Score: 85

Desjardins General Insurance is seeking a Financial Planner to manage client relationships, analyze their needs, and develop tailored solutions. The ideal candidate should have at least four years of relevant financial experience, ideally with a specialization in taxation, and must be fluent in French.

Salary

Competitive salary; Annual bonus available; Not specified base amount

Skills & Requirements

Must-have

  • Bachelor's degree in appropriate discipline
  • Minimum four years financial planning experience
  • French language proficiency required

Nice-to-have

  • Specialization in taxation
  • Securities course (CCVM) completed or in progress
  • Financial planner designation (Pl. Fin)
  • Collaboration with accountants and lawyers
  • Market trend analysis skills

Key Requirements

  • Bachelor's degree
  • 4+ years relevant experience
  • French fluency
  • CCVM course status
  • Financial planner title

Work Rights

Not specified

Tailored Resume

Cover Letter