Chibougamau, 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.sszYour role is to listen to members’ and…
Skills: Financial Planning, Relationship Management, Investment Recommendation, Risk Management, Customer Focus
La Matanie, Quebec, Canada · Hybrid
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 …
Skills: Wealth Management, Financial Planning, Investment Strategy, Relationship Management, Risk Management
Toronto, Ontario, Canada · Remote OK
This position is within a subsidiary of the Desjardins Group called ICPEI. ICPEI offers market-leading home, auto and commercial insurance solutions sold exclusively through a network of brokers across Canada. We are gro…
Skills: Commercial Underwriting, Risk Analysis, Broker Relationship Management, New Business Production, Market Trend Analysis
Brossard, Quebec, Canada · Remote OK
As a credit risk analyst, you assist with credit authorization, research, analysis and development to recommend implementation strategies and priorities for credit risk management best practices. You analyze and help dia…
Skills: Credit Risk Management, Data Analysis, Risk Assessment, Report Writing, Process Development
Bellechasse Regional County Municipality, 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
Montreal, Quebec, Canada · Remote OK
Le rôle du Spécialiste en éducation financière est d’informer, d’éduquer et de conseiller les participants de nos régimes d’épargne-retraite collective dans le but de les sensibiliser à l'importance d'adhérer à leur régi…
Skills: Financial Education, Business Development, Sales Support, Public Speaking, Webinar Presentation
Toronto, Ontario, Canada · Remote OK
As a Junior Underwriter, Multi-Network, you assist with medical underwriting to provide sound management of life and health insurance risks. You analyze and assess risks and review life and health insurance applications.…
Skills: Medical Underwriting, Risk Assessment, Life Insurance Underwriting, Health Insurance Underwriting, Decision Making
Mississauga, Ontario, Canada · Hybrid
As a senior business architecture advisor with the Business Architecture Processes, Practices and Shared Capacities Department, you will directly support two rapidly transforming executive divisions: the Life and Health …
Skills: Business Architecture, Strategic Transformation, Enterprise Architecture, Data Management, Digital Transformation
La Matanie, Quebec, Canada · Hybrid
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 …
Skills: Wealth Management, Financial Planning, Investment Strategy, Risk Management, Client Relationship Management
Lac-Mégantic, Quebec, Canada · On-site
The work mode arrangement for the position is full-time on site. Many opportunities are currently available in the Estrie region. As a financial services professional, you're attentive to the needs of our members and cli…
Skills: Customer Service, Financial Solutions, Business Development, Relationship Management, Fraud Assistance
Saint-Anselme, Quebec, Canada · Hybrid
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 …
Skills: Wealth Management, Financial Planning, Investment Strategy, Risk Management, Client Relationship Management
Chibougamau, 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.sszYour role is to listen to members’ and…
Skills: Financial Planning, Relationship Management, Investment Recommendation, Risk Management, Customer Focus
Chibougamau, 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.sszYour role is to listen to members’ and…
Skills: Financial Planning, Relationship Management, Investment Recommendation, Risk Management, Customer Focus
Chibougamau, 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.sszYour role is to listen to members’ and…
Skills: Financial Planning, Relationship Management, Investment Recommendation, Risk Management, Customer Focus
Lac-Mégantic, Quebec, Canada · On-site
The work mode arrangement for the position is full-time on site. Many opportunities are currently available in the Estrie region. As a financial services professional, you're attentive to the needs of our members and cli…
Skills: Customer Service, Financial Solutions, Business Development, Relationship Management, Fraud Assistance
Rouyn-Noranda, 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 Advice, Relationship Management, Investment Recommendation, Risk Management, Customer Focus
Rouyn-Noranda, 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
Montreal, Quebec, Canada · Remote OK
Temporary position for 8 months. As a business strategy advisor, you help develop plans and business intelligence; monitor business plans and performance; set targets; identify opportunities to improve service delivery; …
Skills: Business Strategy, Business Intelligence, Performance Monitoring, Service Delivery Improvement, Analytical Skills
Rouyn-Noranda, 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 Advisory, Insurance Products
Saint-Anselme, 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 Recommendation, Risk Management, Loan Advisory
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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.sszYour 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:
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
Bachelor's degree in a related field
A minimum of one year 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
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
