Hybrid Financial Planner

Elevate your career with Desjardins Financial Security as a Financial Planner based in Markham, ON. This full-time, hybrid role focuses on personalized financial strategies and client relationship building.

As a Financial Planner, you will develop tailored financial plans and assist clients in achieving their financial goals. This role requires staying updated on financial products and regulations, while also providing guidance on investment strategies and retirement planning. Collaboration with a multidisciplinary team and building strong client relationships are key aspects of your success.

Key Responsibilities:

• Develop personalized financial plans for clients

• Guide clients on retirement and investment strategies

• Maintain knowledge of financial products and regulations

• Build strong client relationships through effective communication

• Collaborate with a multidisciplinary team of experts

Requirements:

• Proficiency in Financial Planning and Personal Financial Planning

• Certified Financial Planner designation preferred

• Strong understanding of finance principles

• Effective interpersonal and communication skills

• Relevant post-secondary education in Finance or related field

Become a trusted Financial Planner at Desjardins Financial Security in Markham, offering expert financial advice and solutions.
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