Port-Cartier, Quebec, Canada
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…
Mississauga, Ontario, Canada
Temporary position for 12 months. As a Training Facilitator in the Competency Development Team, you will be responsible for delivering training programs to meet the needs of our new and existing learners within the P&C, …
Port-Cartier, Quebec, Canada
As a wealth management 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 …
Port-Cartier, 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 Advice, Loan Management, Insurance Products, Risk Management
Lévis, Quebec, Canada · Hybrid
As financing analyst, you contribute to analysis, guidance and prevention with regard to risk management operations and activities. You perform financial analysis of files for the non-retail client segment of high comple…
Skills: Financial Analysis, Risk Management, Credit Control, Financing Recommendations, Business Insight
Lévis, Quebec, Canada · Hybrid
You manage a large Desjardins-wide program or project. You are responsible for program or project execution, including defining the scope and roadmap, ensuring deliveries stay on schedule and setting the overall pace of …
Skills: Program Management, Project Execution, Strategic Planning, Matrix Management, Stakeholder Management
Huntingdon, 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, Nimble Learning, Situational Adaptability
Lévis, Quebec, Canada · Hybrid
You manage a large Desjardins-wide program or project. You are responsible for program or project execution, including defining the scope and roadmap, ensuring deliveries stay on schedule and setting the overall pace of …
Skills: Program Management, Project Execution, Strategic Planning, Matrix Management, Stakeholder Management
Huntingdon, 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, Financial Advisory, Digital Solution Advocacy, Risk Management
Lévis, Quebec, Canada · Hybrid
Temporary position for 12 months. As a claims agent, you help process life and health insurance claims, promote occupational health and manage disabilities. You perform clerical and administrative tasks to support your u…
Skills: Claims Processing, Administrative Support, Data Entry, Document Management, Customer Focus
Saint-Pamphile, 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 supplement…
Skills: Report Reconciliation, Data Validation, Customer Service, Document Management, Financial Product Knowledge
Amos, Quebec, Canada · Hybrid
Temporary position for 18 months As a clientele and financial services agent, you are responsible for providing personalized service and support to affluent and high-net-worth clients. You work with the advisors to ident…
Skills: Client Relationship Management, Financial Services, Wealth Management, Operational Support, Business Development
Amos, Quebec, Canada · Hybrid
Temporary position for 18 months As a clientele and financial services agent, you are responsible for providing personalized service and support to affluent and high-net-worth clients. You work with the advisors to ident…
Skills: Client Relationship Management, Financial Services, Wealth Management, Banking Operations, Digital Solution Adoption
Montreal, Quebec, Canada · Hybrid
As a senior operational efficiency advisor, you help design and improve business processes and operations based on business models and organizational structures to boost operational efficiency. You lead development proje…
Skills: Operational Efficiency, Business Process Improvement, Strategic Planning, Stakeholder Management, Project Management
Saint-Jean-sur-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: Financial Planning, Investment Advice, Loan Recommendation, Insurance Products, Risk Management
Lévis, Quebec, Canada · Hybrid
As financing analyst, you contribute to analysis, guidance and prevention with regard to risk management operations and activities. You perform financial analysis of files for the non-retail client segment of high comple…
Skills: Financial Analysis, Risk Management, Credit Control, Financing Recommendations, Business Insight
Saint-Jean-sur-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: Financial Planning, Relationship Management, Investment Advice, Loan Recommendation, Insurance Products
Lévis, Quebec, Canada · Hybrid
As a financing analyst, you contribute to risk management analysis, guidance and prevention operations and activities. You supervise, coordinate and coach analysts who perform financial analysis of moderately to highly c…
Skills: Risk Management, Financial Analysis, Team Supervision, Coaching, Financing Packages
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 Leadership, Stakeholder Management
Ottawa, Ontario, Canada · Hybrid
Temporary position for 12 months. The incumbent at Desjardins Ontario Credit Union is responsible for prospecting, soliciting, developing and maintaining business relationships with a clientele composed primarily of medi…
Skills: Prospecting, Business Development, Financial Analysis, Credit Risk Management, Negotiation
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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 of young people and individual members. Interpersonal savvy is therefore essential. You drive results by recommending investments, loans and insurance products. You serve as a financing expert advisor and resource person for the caisse. 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:
Advise members and clients on the best strategies and work with them to identify expected results.
Manage business relationships, assess member/client satisfaction and service quality, follow up and identify areas for improvement.
Stay up-to-date on the financial services industry, market trends and best practices in your field.
Participate in outreach activities and represent the caisse in the community.
What we offer
Competitive salary and annual bonus
4 weeks of flexible vacation starting in the first year
Defined benefit pension plan that provides predictable, stable income throughout retirement
Group insurance including telemedicine
Reimbursement of health and wellness expenses and telework equipment
Benefits apply based on eligibility criteria.
#LI-Hybrid
What you bring to the table
College diploma in a related field
A minimum of two years of relevant experience
Please note that other combinations of qualifications and relevant experience may be considered
Mutual fund representative certificate – Autorité des marchés financiers
Knowledge of French is required
Knowledge of current financial, economic, political and legislative events
Knowledge of all products and services aimed at caisse members and those offered by Desjardins Business Centres, Desjardins components and distribution networks, and those offered by competitors
Knowledge of the integration of financial data into computer systems
Knowledge of debt management
Knowledge of compliance with legislation respecting the distribution of financial products and services
Understanding of the philosophy and fundamentals of financial services cooperatives
Knowledge of policies, legislation and standards related to products and services offered by the caisse
Knowledge of operating procedures pertaining to investment and financing activities Desjardins business processes
Knowledge of service standards
Knowledge of the techniques used to assess and monitor individual financing applications
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
