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 Advisory, Insurance Products, Risk Management
Quebec, Quebec, Canada · Hybrid
As an Advisor, you help serve and maintain business relationships with members and clients. You help sell products and services through multiple distribution channels based on member/client needs and current strategies a…
Skills: Business Development, Sales Support, Customer Relationship Management, Consulting, Needs Analysis
Lac-Etchemin, 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, Relationship Management
Lac-Etchemin, 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
Métabetchouan–Lac-à-la-Croix, 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 Advice, Relationship Management, Investment Recommendation, Loan Management, Insurance Products
Alma, New Brunswick, 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, Relationship Management, Investment Recommendation, Loan Advisory, Insurance Products
Lévis, Quebec, Canada · Hybrid
Temporary position for 12 months. As a life and health insurance advisor, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients. You help sell life and health ins…
Skills: Life Insurance Sales, Health Insurance Sales, Client Relationship Management, Risk Management, Financial Analysis
Montreal, Quebec, Canada · Hybrid
As an Advisor, Securities, you play a hands-on role supporting the advisors by performing all the administrative and operational tasks involved in securities account management. You track client account transactions on a…
Skills: Securities Account Management, Administrative Support, Client Relationship Management, Calendar Management, Research
Montreal, Quebec, Canada · Hybrid
As a business development support manager, you support Desjardins's strategic priorities by leading your department, tapping into its full potential and meeting the needs and expectations of members and clients. You're r…
Skills: Strategic Management, Operational Efficiency, Risk Management, Team Leadership, Talent Development
Montreal, Quebec, Canada · Hybrid
As a business development support manager, you support Desjardins's strategic priorities by leading your department, tapping into its full potential and meeting the needs and expectations of members and clients. You're r…
Skills: Strategic Management, Operational Management, Risk Management, Performance Management, Talent Development
Montreal, Quebec, Canada · Hybrid
As an Advisor, Securities, you play a hands-on role supporting the advisors by performing all the administrative and operational tasks involved in securities account management. You track client account transactions on a…
Skills: Securities Account Management, Administrative Support, Client Relationship Management, Calendar Management, Account Opening
Montreal, 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 ensu…
Skills: Customer Focus, Effective Communication, Action Oriented, Situational Adaptability, Nimble Learning
Lévis, Quebec, Canada · Hybrid
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 vice-president. You also provide ad…
Skills: Secretarial Support, Administrative Management, Agenda Management, Meeting Coordination, Budget Monitoring
Lévis, Quebec, Canada · Hybrid
As a senior operational risk advisor, you help prevent, analyze and develop guidelines for suspicious and fraudulent transactions. You also assist with compliance, internal controls, crisis management and the security of…
Skills: Operational Risk Management, Fraud Prevention, Compliance, Internal Controls, Crisis Management
Montreal, 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 ensu…
Skills: Customer Focus, Effective Communication, Action Oriented, Situational Adaptability, Nimble Learning
Calgary, Alberta, Canada · Hybrid
As a Senior Implementation Coordinator, you will lead the onboarding of major and complex Group Business Insurance clients for Desjardins, playing a strategic role in ensuring successful implementation and long-term clie…
Skills: Project Management, Client Onboarding, Stakeholder Management, Group Business Insurance, Strategic Planning
Calgary, Alberta, Canada · Hybrid
As a Senior Implementation Coordinator, you will lead the onboarding of major and complex Group Business Insurance clients for Desjardins, playing a strategic role in ensuring successful implementation and long-term clie…
Skills: Project Management, Client Onboarding, Stakeholder Management, Group Business Insurance, Strategic Planning
Lévis, Quebec, Canada · Hybrid
As a project delivery manager, you help direct material, time, IT and human resources on cross-sector projects to meet objectives on time and on budget. You analyze project feasibility and opportunities, develop action p…
Skills: Project Management, Resource Coordination, Feasibility Analysis, Budget Management, Risk Analysis
Montreal, Quebec, Canada · Hybrid
Temporary position for 12 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 tech…
Skills: Administrative Support, Data Processing, Technical Analysis, Report Design, Problem Solving
Lévis, Quebec, Canada · Hybrid
As a project delivery manager, you help direct material, time, IT and human resources on cross-sector projects to meet objectives on time and on budget. You analyze project feasibility and opportunities, develop action p…
Skills: Project Management, Resource Coordination, Feasibility Analysis, Budget Management, Risk Analysis
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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
