Financial Planner, Development
Core
Develop and maintain personalized business relationships with high-net-worth individuals and business leaders to provide integrated savings and investment services.
Role type
Senior Financial Planner (Wealth Management)
Builds
Customized savings and investment portfolios for high-potential members
Domain
Financial Services / Wealth Management
Required skills
High-net-worth client acquisition, financial strategy advisory, debt management, risk management, business development, relationship management, cross-functional collaboration
Preferred skills
Networking, prospecting, solicitation, public relations for wealth management
Technologies
Desjardins components, financial product distribution platforms
Responsibilities
Develop new business with individuals and business leaders, advise on financial strategies including debt management, transfer external assets, collaborate with account managers and business partners, publicize wealth management services, manage portfolio risk
Seniority
Mid-Senior, hands-on IC