Montreal, Quebec, Canada · Hybrid
Main Responsibilities Support members and clients by telling them existing applications and technological tools that can help them do transactions and operations on their own. Contribute to business development and maint…
Skills: Customer Focus, Effective Communication, Tech Savvy, Situational Adaptability, Nimble Learning
Gatineau, Quebec, Canada · Hybrid
The incumbent is responsible for prospecting, soliciting, developing and maintaining business relationships with major strategic clients operating in the commercial sector, with a view to promoting and selling products a…
Skills: Business Development, Account Management, Strategic Negotiation, Risk Management, Portfolio Profitability
Montreal, Quebec, Canada · Hybrid
As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role is to listen to members’ and c…
Skills: Financial Planning, Relationship Management, Credit Authorization, Risk Management, Loan Recommendation
Montreal, Quebec, Canada · On-site
The work mode arrangement for the position is full-time on site As a member and client experience advisory agent, you help give members and clients a better experience, and ensure that they are satisfied. This includes m…
Skills: Financial Advisory, Customer Experience, Account Management, Digital Solutions Promotion, Fraud Handling
Ottawa, Ontario, Canada · Hybrid
Several opportunities are currently available in the Abitibi-Témiscamingue region. As an advisor, investment and financing, you will be attentive to what our members and clients are saying to better understand and addres…
Skills: Investment Strategy, Financing, Insurance Products, Customer Service, Relationship Management
Abitibi, Quebec, Canada · Hybrid
Several opportunities are currently available in the Abitibi-Témiscamingue region. As an advisor, investment and financing, you will be attentive to what our members and clients are saying to better understand and addres…
Skills: Investment Planning, Financing, Insurance Products, Customer Service, Relationship Management
Montreal, Quebec, Canada · On-site
The work mode arrangement for the position is full-time on site As a member and client experience advisory agent, you help give members and clients a better experience, and ensure that they are satisfied. This includes m…
Skills: Customer Experience, Financial Advisory, Account Management, Digital Solutions Promotion, Fraud Handling
Montreal, Quebec, Canada · Hybrid
As a personal advisor, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients. You provide service tailored to client needs in accordance with current strategies a…
Skills: Business Development, Client Relationship Management, Financial Advising, Risk Management, Portfolio Oversight
Val-d'Or, Quebec, Canada · On-site
The work mode arrangement for the position is full-time on site. As a client financial services agent, you work closely with advisors and provide personalized support to members and clients. You help advisors deliver ser…
Skills: Customer Service, Business Development, Interpersonal Savvy, Communication Skills, Investment Knowledge
Montreal, Quebec, Canada · Hybrid
As a client financial services agent, you work closely with advisors and provide personalized support to members and clients. You help advisors deliver services and maintain business relationships. You have the latitude …
Skills: Customer Service, Financial Planning, Investment Solutions, Business Development, Interpersonal Communication
Montreal, Quebec, Canada · Hybrid
As Product Owner, Product management, you will represent the voice of the client in projects and be responsible for the member/client experience. You will consistently prepare a range of products and services to ensure a…
Skills: Product Backlog Management, Stakeholder Management, Strategic Planning, Client Experience, Leadership
Val-d'Or, Quebec, Canada · On-site
The work mode arrangement for the position is full-time on site. As a client financial services agent, you work closely with advisors and provide personalized support to members and clients. You help advisors deliver ser…
Skills: Customer Service, Business Development, Interpersonal Savvy, Communication Skills, Investment Knowledge
Montreal, Quebec, Canada · Remote OK
As a property and casualty insurance claims advisor, you help serve and maintain business relationships with members and clients for all claims. You handle high-complexity property insurance claims and medium-complexity …
Skills: Claims Investigation, Damage Assessment, Negotiation, Analytical Skills, Decision Making
Montreal, Quebec, Canada · Hybrid
As a client financial services agent, you work closely with advisors and provide personalized support to members and clients. You help advisors deliver services and maintain business relationships. You have the latitude …
Skills: Customer Service, Financial Planning, Investment Solutions, Business Development, Interpersonal Communication
Saint-Georges, Quebec, Canada · Hybrid
As a Senior wealth management advisor, you develop and manage business relationships and prospect for and solicit new mass-affluent Signature Service members and clients. You develop personalized strategies and provide t…
Skills: Wealth Management, Business Development, Financial Strategy, Investment Advice, Client Relationship Management
Longueuil, Quebec, Canada · Hybrid
As a team leader, you provide management support for the team. You coordinate your unit’s technical activities, action plans and initiatives. You coach and guide a team composed primarily of technical and support employe…
Skills: Team Leadership, Management Support, Technical Coordination, Employee Coaching, Performance Management
Longueuil, Quebec, Canada · On-site
The work mode arrangement for the position is full-time on site. As a member and client experience advisory agent, you help give members and clients a better experience, and ensure that they are satisfied. This includes …
Skills: Customer Focus, Effective Communication, Action Oriented, Situational Adaptability, Nimble Learning
Saint-Georges, Quebec, Canada · Hybrid
As a Senior wealth management advisor, you develop and manage business relationships and prospect for and solicit new mass-affluent Signature Service members and clients. You develop personalized strategies and provide t…
Skills: Wealth Management, Business Development, Financial Strategy, Investment Advice, Client Relationship Management
Montreal, Quebec, Canada · Hybrid
As an investment assistant, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients. You help sell securities products and services through various distribution cha…
Skills: Securities Sales, Discretionary Management, Mutual Funds, Exchange-Traded Funds, Structured Products
Montreal, Quebec, Canada · Hybrid
As an investment assistant, you play a hands-on role supporting the advisors by performing all the administrative and operational tasks involved in securities account management. You track client account transactions on …
Skills: Securities Account Management, Administrative Support, Client Relationship Management, Calendar Management, Account Opening
Montreal, Quebec, Canada • Hybrid
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Support members and clients by promoting technological tools for autonomous transactions and managing business relationships. Assist clients with fraud cases and ensure compliance with security and risk management standards.
Requires knowledge of financial products, services, and internal controls within a cooperative financial framework. Candidates should possess strong interpersonal skills and the ability to adapt to new technologies.
Main Responsibilities
Support members and clients by telling them existing applications and technological tools that can help them do transactions and operations on their own.
Contribute to business development and maintain business relationships through service delivery and activities.
Assist members and clients who have encountered fraud or irregularities. Monitor and process transactions required to settle their cases.
Stay on top of the latest standards, products and services in your field.
Uphold compliance, security and risk management standards.
Knowledge of all counter and convenience products and services
Knowledge of all Desjardins products and services aimed at caisse members and those offered by business centres, components, distribution networks/channels and as well as those of competitors
Knowledge of integrating data into systems
Knowledge of security measures, legal framework and internal controls
Understanding of the philosophy and fundamentals of financial services cooperatives
Knowledge of operating procedures related to convenience products and services and transactions
Knowledge of service standards
At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should reflect the diversity of the members, clients and communities we serve.
If there's something we can do to help make the recruitment process or the job you're applying for more accessible, let us know. We can provide accommodations at any stage in the recruitment process. Just ask!
Desjardins Group is the largest cooperative financial group in North America and the fifth largest cooperative financial group in the world, with assets of $435.8 billion as at March 31, 2024. It was named one of Canada's Best Employers by Forbes magazine and by Mediacorp. To meet the diverse needs of its members and clients, Desjardins offers a full range of products and services to individuals and businesses through its extensive distribution network, online platforms and subsidiaries across Canada. Ranked among the world's strongest banks according to The Banker magazine, Desjardins has some of the highest capital ratios and credit ratings in the industry and the first according to Bloomberg News.
Offices: 100, rue des Commandeurs, Lévis, Québec G6V 7N5, CA · 11 King St W, Toronto, ON M5H 4C7, CA · 110 9 Ave SW, Calgary, AB T2P 0T1, CA · 1 Complexe Desjardins, Montreal, QC H2X, CA
Desjardins Group is the largest cooperative financial group in North America and the fifth largest cooperative financial group in the world, with assets of $435.8 billion as at March 31, 2024. It was named one of Canada's Best Employers by Forbes magazine and by Mediacorp. To meet the diverse needs of its members and clients, Desjardins offers a full range of products and services to individuals and businesses through its extensive distribution network, online platforms and subsidiaries across Canada. Ranked among the world's strongest banks according to The Banker magazine, Desjardins has some of the highest capital ratios and credit ratings in the industry and the first according to Bloomberg News.
Offices: 100, rue des Commandeurs, Lévis, Québec G6V 7N5, CA · 11 King St W, Toronto, ON M5H 4C7, CA · 110 9 Ave SW, Calgary, AB T2P 0T1, CA · 1 Complexe Desjardins, Montreal, QC H2X, CA
