Richelieu, 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: Wealth Management, Financial Planning, Investment Recommendation, Relationship Management, Risk Management
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, Business Development, Interpersonal Communication, Asset Management
Longueuil, 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
Lévis, Quebec, Canada · Hybrid
As project lead, you support the project sponsor and oversee a work team involved in cross-sector projects and initiatives to ensure objectives are met. You participate in all the different project phases, from design to…
Skills: Project Management, Strategic Planning, Stakeholder Management, Resource Management, Risk Management
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
Arvida, Quebec, Canada · On-site
Temporary position for 5 months on call. 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 ensur…
Skills: Customer Focus, Effective Communication, Action Oriented, Situational Adaptability, Nimble Learning
Montreal, Quebec, Canada · Hybrid
Temporary position for 12 months. 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 r…
Skills: Financial Planning, Investment Advice, Loan Management, Insurance Products, Risk Management
Longueuil, Quebec, Canada · On-site
The work mode arrangement for the position is full-time on site. The incumbent carries out various operational activities related to processes associated with caisse products and services. He or she carries out supplemen…
Skills: Report Reconciliation, Data Validation, Customer Service, Document Management, Financial Transaction Processing
Chambly, 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, Investment Recommendation, Loan Advisory, Insurance Products, Risk Management
Arvida, Quebec, Canada · On-site
Temporary position for 5 months on call. 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 ensur…
Skills: Customer Focus, Effective Communication, Action Oriented, Situational Adaptability, Nimble Learning
Longueuil, Quebec, Canada · On-site
The work mode arrangement for the position is full-time on site. The incumbent carries out various operational activities related to processes associated with caisse products and services. He or she carries out supplemen…
Skills: Report Reconciliation, Data Validation, Customer Service, Document Management, Financial Product Knowledge
Montreal, Quebec, Canada · Remote OK
As a member and client sales service advisor, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients. You provide customer service and help sell products and servi…
Skills: Business Relationship Management, Sales, Customer Service, Risk Management, Data Analysis
Montreal, Quebec, Canada · Hybrid
As a senior purchasing and procurement advisor, you help finalize contractual agreements with the organization’s partners for the purchase and rental of goods and services. You procure the products required for operation…
Skills: Strategic Sourcing, Procurement, Contract Management, Asset Management, Inventory Management
Granby, 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, Investment Recommendation, Loan Management, Insurance Products, Risk Management
Montreal, Quebec, Canada · Hybrid
As a senior purchasing and procurement advisor, you help finalize contractual agreements with the organization’s partners for the purchase and rental of goods and services. You procure the products required for operation…
Skills: Strategic Sourcing, Procurement, Contract Management, Partnership Management, Asset Management
Montreal, Quebec, Canada · Hybrid
Temporary position for 12 months. 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 r…
Skills: Financial Planning, Investment Advice, Loan Management, Insurance Products, Risk Management
Contrecœur, 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
Longueuil, 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
Contrecœur, 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
Lévis, Quebec, Canada · Hybrid
As a Manager, your role involves using your ability to make quality decisions and build effective teams to manage a large subset of sales or operations activities or a support sub-function that offers specialized service…
Skills: Decision Quality, Talent Development, Driving Results, Team Management, Performance Management
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Develop and maintain trusting relationships with members and clients to provide tailored financial advice and solutions. Drive results by recommending investments, loans, and insurance products while balancing profitability and risk management.
Requires a bachelor's degree in a related field and at least one year of relevant experience. Must hold a Mutual Fund Representative certificate from the Autorité des marchés financiers and be proficient in French.
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 clients’ needs, offer them advice that fits their financial situation and help them choose appropriate solutions to meet their financial goals. You work closely with a client base consisting mainly of individual members and businesses. Interpersonal savvy is therefore essential. You drive results by recommending investments, loans and insurance products. You use your expertise to balance member/client satisfaction, business objectives, profitability and sound and prudent risk management. You work with various partners and experts to design integrated strategies that meet the needs of members and clients. More specifically, you will be required to:
What we offer
Benefits apply based on eligibility criteria.
What you bring to the table
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
