Trois-Rivières, Quebec, Canada · Hybrid
As a securities advisor, 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 channe…
Skills: Securities advisory, Business development, Portfolio management, Client relationship management, Financial planning
Montreal, Quebec, Canada · Hybrid
As a Senior Advisor, IT Architecture, you design IT solutions to meet project business needs using Desjardins Group’s architecture targets and shared platforms. You ensure consistency with the organization’s structure, a…
Skills: IT architecture, Solution architecture, Strategic planning, Data architecture, Application architecture
Lévis, Quebec, Canada · Hybrid
The mission of the Rapid Application Development Centre and Ticketing Services Department is to offer a rapid development alternative for innovative cloud solutions, enabling the delivery of support and contingency appli…
Skills: ServiceNow, Solutions Architecture, HR Service Delivery, Employee Center Pro, HR Case Management
Lévis, Quebec, Canada · Hybrid
The mission of the Rapid Application Development Centre and Ticketing Services Department is to offer a rapid development alternative for innovative cloud solutions, enabling the delivery of support and contingency appli…
Skills: ServiceNow, Solutions Architecture, HR Service Delivery, Employee Center Pro, HR Case Management
Lévis, Quebec, Canada · Hybrid
As a senior business strategy advisor, you help develop plans and business intelligence; monitor business plans and performance; set targets; identify opportunities to improve service delivery; and design and deliver bus…
Skills: Business strategy, Business intelligence, Strategic planning, Project management, Stakeholder management
Montreal, Quebec, Canada · Remote Solely
Temporary position for 12 months As a business advisor, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients who have specialized advisory needs. You provide cus…
Skills: Business development, Customer service, Financial goal planning, Relationship management, Interpersonal savvy
Lévis, Quebec, Canada · On-site
Temporary position for 12 months (On call). The work mode arrangement for the position is full-time on site. As a member and client experience advisory agent at Caisse Desjardins de la Chaudière, you help give members an…
Skills: Customer service, Financial advisory, Banking transactions, Business development, Digital solutions
Shawinigan, 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 service, Financial advisory, Banking transactions, Business development, Digital solutions
Trois-Rivières, Quebec, Canada · Hybrid
The incumbent is responsible for developing and maintaining personalized business relationships with members and customers and assisting them in achieving their financial goals by providing an integrated high-calibre spe…
Skills: Financial planning, Business development, Relationship management, Wealth management, Investment strategies
Montreal, Quebec, Canada · Hybrid
As a Senior Advisor, IT Architecture, you design IT solutions to meet project business needs using Desjardins Group’s architecture targets and shared platforms. You ensure consistency with the organization’s structure, a…
Skills: IT architecture, Solution architecture, Strategic planning, Data architecture, Application architecture
Montreal, Quebec, Canada · On-site
Temporary position for 9 months. The work mode arrangement for the position is full-time on site. As an Technician, Auxiliary jobs and services you help coordinate all executive dining room and lounge activities in Lévis…
Skills: Executive dining coordination, Event planning, Menu development, Staff training, Staff scheduling
Mascouche, 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: Investment advisory, Business development, Sales, Compliance, Budget monitoring
Montreal, Quebec, Canada · On-site
Temporary position for 9 months. The work mode arrangement for the position is full-time on site. As an Technician, Auxiliary jobs and services you help coordinate all executive dining room and lounge activities in Lévis…
Skills: Executive dining coordination, Event planning, Menu development, Staff training, Staff scheduling
Lévis, Quebec, Canada · Hybrid
Temporary position for 6 months As an underwriting technician, you help prevent, accept and reject risks based on established underwriting policies. You serve as technical expert and provide discipline-specific support f…
Skills: Underwriting, Risk assessment, Technical support, Data analysis, Decision-making
Lévis, Quebec, Canada · Hybrid
As an expert administrative advisor, you assist with highly complex strategic initiatives and serve as subject matter leader. You lead and influence large-scale organizational and market initiatives while liaising with s…
Skills: Strategic planning, Organizational savvy, Stakeholder management, Strategic assessment, Business management
Quebec, Quebec, Canada · On-site
Temporary position for 12 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 ens…
Skills: Customer service, Financial advisory, Banking transactions, Digital solutions, Business development
Baie-Saint-Paul, 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: Operational support, Data entry, Transaction reconciliation, Document management, Customer service
Montreal, Quebec, Canada · Hybrid
Temporary position for 16 months As a life and health insurance account manager, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients via licensed intermediaries…
Skills: Sales, Business development, Account management, Life insurance, Health insurance
Montreal, Quebec, Canada · Hybrid
As a systems and infrastructure operations, maintenance and development analyst, you support IT efficiency. You design, configure, administer, maintain and upgrade business solutions, computer networks, management system…
Skills: Systems administration, Infrastructure operations, Business solutions, Computer networks, Database servers
Montreal, Quebec, Canada · Hybrid
Temporary position for 6 months As a product administration technician, you provide administrative support to Desjardins components and help administer specialized products and member/client accounts. You serve as techni…
Skills: Administrative support, Technical support, Data processing, Information management, Research and analysis
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The advisor is responsible for developing and maintaining business relationships while selling securities products and services to meet client needs. They must analyze complex financial data, manage portfolios, and provide personalized solutions while balancing sales objectives with prudent risk management.
Candidates must hold a college diploma in a related field and have at least three years of relevant experience. Registration as an Investment Representative with CIRO and Financial Planner certification (IQPF) are required.
As a securities advisor, 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 channels based on member/client needs and current strategies and practices. Your focus areas include discretionary management, mutual funds, exchange-traded funds and structured products.
You actively help develop and maintain business relationships with clients. You drive results by reviewing complex information requests and promoting and selling products and services based on your unit’s business objectives and strategies. You balance sales objectives, sound and prudent risk management, profitability and member/client satisfaction. You work with clients who have development potential for your sector. You analyze member/client needs, help develop and implement personalized solutions, and propose integrated service offers. You advise and assist current and potential members and clients. You represent Desjardins and enter the organization into agreements with clients. You also have opportunities to establish and negotiate product and service terms in accordance with standards and procedures. Interpersonal savvy is therefore essential. More specifically, you will be required to:
What we offer
Benefits apply based on eligibility criteria.
#LI-Hybrid
What you bring to the table
Equity, Diversity, Inclusion and Accessibility
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
