Financial Wellness Specialist

6 days ago


Vancouver, British Columbia, Canada Desjardins Full time
About the Role

We are seeking an experienced Financial Wellness Specialist to join our Group Retirement Savings team in Western Canada.

Job Description

As a Financial Wellness Specialist, you will work closely with our established clients on financial education initiatives, participate in business development presentations, and deliver exceptional client experiences through virtual and in-person meetings.

You will identify financial education opportunities for employee bases and develop content to meet their needs. Your focus will be on group retirement plans, but also on other aspects of financial wellness, such as savings, debt management, and investing.

Key Responsibilities
  • Develop and deliver financial education content to plan members
  • Work closely with Client Relationship Managers and employers to identify financial education opportunities
  • Participate in internal projects and assist the Education Team with online webinars
Required Skills and Qualifications
  • Bachelor's degree in a related field
  • Certified Employee Benefit Specialist (CEBS), Canadian Securities Course (CSC), and/or Life License Qualification Program (LLQP)
  • Advanced proficiency in English due to the nature of the duties or work tools
  • Advanced knowledge of financial products and solutions, particularly group retirement products


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