Financial Planner, Development

Job description

The incumbent is responsible for developing and maintaining personalized business relationships with members and customers and assisting them in achieving their financial goals by providing an integrated high-calibre specialized savings service offer. He or she generally serves customers with high potential for caisse savings and investments (250,000 dollars and more), recruited through referrals and his or her networking, prospecting and solicitation activities. More specifically, you will be required to: Develop new business with customers composed of individuals and/or business leaders, while maintaining a balance between member and customer satisfaction, profitability and the level of risk involved. Develop and maintain business relationships with members and clients assigned to him or her by responding to their specialized savings needs and by calling on the contribution of Desjardins components as needed. Ensure thein-transfer of members' external assets and fully develop the potential of members referred to, solicited or prospected by the Caisse. Advise members and customers on the best financial strategies (including debt management) to grow their savings and investment por...