Conseiller Principal Ou Conseillère Principale, Planification Financière, Développeur Ou Développeuse

Desjardins General Insurance

Competitive salary; annual bonus available; define...
Hybrid
8+ years financial planning experience
Advanced tax and estate planning knowledge
Amf financial planning license required
Desjardins General Insurance is seeking a Principal Financial Planning Advisor to work with high-net-worth clients, providing personalized financial, tax, and estate planning strategies. The ideal candidate should have a strong background in financial planning, excellent communication skills, and a minimum of eight years of relevant experience

Job Summary

  • This role involves providing specialized financial, tax, and estate planning strategies to a strategic high-net-worth clientele.
  • The successful candidate will collaborate closely with writers to ensure the relevance and quality of all financial recommendations.
  • Desjardins 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 Principal Financial Planning Advisor to work with high-net-worth clients, providing personalized financial, tax, and estate planning strategies. The ideal candidate should have a strong background in financial planning, excellent communication skills, and a minimum of eight years of relevant experience.

Salary

Competitive salary; Annual bonus available; Defined benefit pension plan included

Skills & Requirements

Must-have

  • 8+ years financial planning experience
  • Advanced tax and estate planning knowledge
  • AMF financial planning license required
  • French language proficiency mandatory

Nice-to-have

  • Strong communication and persuasion skills
  • Strategic thinking and complexity management
  • Collaborative approach with wealth managers
  • Expertise in complex client needs

Key Requirements

  • Bachelor's degree in relevant discipline
  • Minimum 8 years relevant experience
  • AMF financial planning permit
  • Academic specialty in taxation (Master's or DESS)
  • Fluency in French

Work Rights

Not specified

Tailored Resume

Cover Letter