Roberval, 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 advising, Relationship management, Investment recommendation, Loan processing, Insurance product knowledge
Montreal, Quebec, Canada · Remote Solely
Temporary position for 6 months. As an office work and operations agent, you provide administrative and operational support to the organization. You strive to maximize operational productivity. This may include working i…
Skills: Administrative support, Operational support, Data entry, Data processing, Database integrity
Grande-Vallée, Quebec, Canada · On-site
Temporary position for 12 months 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 making sure they feel welcome, l…
Skills: Customer service, Financial advisory, Business development, Relationship management, Digital solutions
Roberval, 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 advising, Relationship management, Investment recommendation, Loan processing, Insurance product knowledge
Calgary, Alberta, Canada · Hybrid
Temporary position for 12 months. As a Group service representative, you help build, serve and maintain business relationships with members and clients. You drive results by reviewing special requests and helping promote…
Skills: Group insurance, Client relationship management, Business development, Sales, Strategic planning
Saint-Hyacinthe, 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, Relationship management, Investment advice
Joliette, Quebec, Canada · On-site
The work mode arrangement for the position is full-time on site. The incumbent is responsible for welcoming members and clients in a courteous and dynamic manner, quickly acknowledging their needs and guiding them to the…
Skills: Customer service, Reception, Administrative support, Data compilation, Document management
Alma, New Brunswick, 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, Business development, Digital solutions, Fraud detection
Joliette, Quebec, Canada · On-site
The work mode arrangement for the position is full-time on site. The incumbent is responsible for welcoming members and clients in a courteous and dynamic manner, quickly acknowledging their needs and guiding them to the…
Skills: Customer service, Telephone reception, Administrative support, Data compilation, Document management
Saint-Félicien, 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 advising, Relationship management, Investment advice, Loan products, Insurance products
Montreal, Quebec, Canada · Hybrid
Temporary position for 12 months As a Development Advisor, Legal and Regulatory Compliance, you help design, institute and coordinate the compliance framework and enforce related rules. You help ensure that oversight mea…
Skills: Legal compliance, Regulatory compliance, Risk management, Policy development, Analytical skills
Saint-Félicien, 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 advising, Investment management, Loan management, Insurance product knowledge, Relationship management
Lévis, Quebec, Canada · Hybrid
Temporary position for 12 months. As an administrative assistant, you help carry out administrative activities for your sector. You provide administrative and secretarial support to a director or manager reporting to a v…
Skills: Administrative support, Secretarial support, Agenda management, Meeting coordination, Budget monitoring
Roberval, 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 advising, Relationship management, Investment recommendation, Loan processing, Insurance product knowledge
Lévis, 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 …
Skills: Product management, Stakeholder management, Product backlog, Strategic planning, Leadership
Montreal, Quebec, Canada · Hybrid
As a product administration agent, you provide administrative support to Desjardins components and help administer specialized products and member/client accounts. You perform administrative, office and other tasks and p…
Skills: Administrative support, Data entry, Report analysis, Statistics, Quality control
Montreal, Quebec, Canada · Hybrid
Temporary position for 12 months As a Development Advisor, Legal and Regulatory Compliance, you help design, institute and coordinate the compliance framework and enforce related rules. You help ensure that oversight mea…
Skills: Legal compliance, Regulatory compliance, Risk management, Policy development, Analytical skills
Montreal, Quebec, Canada · Hybrid
As a product administration agent, you provide administrative support to Desjardins components and help administer specialized products and member/client accounts. You perform administrative, office and other tasks and p…
Skills: Administrative support, Data entry, Report analysis, Statistics, Quality control
Calgary, Alberta, Canada · Hybrid
As a senior advisor in Reserving Corporate Actuarial Services, you will contribute to the evaluation, management and analysis of actuarial reserves within a complex and constantly evolving business context. You will be s…
Skills: Actuarial reserving, Insurance contract liabilities, Valuation models, Data integrity, Financial analysis
Grande-Vallée, Quebec, Canada · On-site
Temporary position for 12 months 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 making sure they feel welcome, l…
Skills: Customer service, Financial advisory, Business development, Relationship management, Digital solutions
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The advisor is responsible for building trusting relationships with clients to provide tailored financial advice and solutions. They manage a client base, drive business results through product recommendations, and collaborate with experts to design integrated financial strategies.
Candidates must hold a college diploma in a related field and possess at least two years of relevant experience. A Mutual fund representative certificate from the Autorité des marchés financiers is required, along with proficiency 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 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:
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
