Financial Planner at Desjardins Group, Saskatoon, Saskatchewan

Company Overview: Desjardins Group is a leading cooperative financial group in Canada, offering a full range of banking and financial services to over 7 million members and clients. With a strong presence across the country, Desjardins Group is committed to fostering economic and social development in the communities it serves. Key Responsibilities for Financial Planner: - Conduct comprehensive financial assessments for clients to understand their financial goals, risk tolerance, and investment preferences. - Develop personalized financial plans encompassing investments, retirement planning, insurance, tax strategies, and estate planning. - Provide expert advice on investment opportunities, financial products, and market trends to help clients achieve their financial objectives. - Monitor and review clients' financial plans regularly to ensure they remain aligned with their evolving goals and market conditions. - Collaborate with other financial professionals within Desjardins Group to deliver integrated financial solutions to clients. Required Qualifications: - Bachelor's degree in Finance, Economics, Business, or a related field. - Certified Financial Planner (CFP) designation or working towards achieving it. - Minimum of 3 years of experience in financial planning, wealth management, or a related field. - Proficiency in financial planning software and tools. - Strong knowledge of investment products, taxation, insurance, and retirement planning. Desired Skills: - Excellent interpersonal and communication skills to build strong relationships with clients. - Analytical mindset with the ability to interpret complex financial information. - Proven track record of meeting and exceeding financial targets. - Ability to work effectively in a team-based environment. - Bilingual proficiency in English and French is an asset. Compensation & Benefits: The annual salary range for the Financial Planner position at Desjardins Group in Saskatoon, Saskatchewan, Canada is between $60,000 to $80,000 CAD, commensurate with experience and qualifications. In addition to competitive compensation, Desjardins Group offers a comprehensive benefits package, including health and dental insurance, retirement savings plans, employee discounts, and professional development opportunities. How to Apply: To apply for the Financial Planner position at Desjardins Group in Saskatoon, Saskatchewan, please visit our careers page on the company website and submit your resume and cover letter outlining your qualifications and experience in financial planning. We thank all applicants for their interest, however, only those selected for an interview will be contacted.