Louiseville, Quebec, Canada · On-site
Main Responsibilities Support members and clients by telling them existing applications and technological tools that can help them do transactions and operations on their own. Contribute to business development and maint…
Skills: Customer Focus, Effective Communication, Tech Savvy, Situational Adaptability, Nimble Learning
Montreal, Quebec, Canada · On-site
The work mode arrangement for the position is full-time on site As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to en…
Skills: Financial Planning, Relationship Management, Investment Recommendation, Loan Advisory, Insurance Products
Montreal, Quebec, Canada · On-site
The work mode arrangement for the position is full-time on site As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to en…
Skills: Financial Planning, Relationship Management, Investment Recommendation, Loan Advisory, Insurance Products
Lévis, 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
Lévis, 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
Lévis, Quebec, Canada · Hybrid
As a business strategy analyst, you help develop plans and business intelligence; monitor business plans and performance; set targets; identify opportunities to improve service delivery; and develop and deliver business …
Skills: Business Intelligence, Business Strategy, Needs Assessment, Process Modeling, Requirements Traceability
Mashteuiatsh, Quebec, Canada · Hybrid
As a life and health insurance financial security advisor, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients. You help sell life and health insurance products…
Skills: Life Insurance Sales, Health Insurance Sales, Financial Planning, Client Relationship Management, Risk Management
Saint-Joseph-du-Lac, Quebec, Canada · Hybrid
As a client financial services agent, you work closely with advisors and provide personalized support to members and clients. You help advisors deliver services and maintain business relationships. You have the latitude …
Skills: Customer Service, Financial Planning, Investment Solutions, Business Development, Interpersonal Communication
Montreal, Quebec, Canada · Hybrid
As a business strategy analyst, you help develop plans and business intelligence; monitor business plans and performance; set targets; identify opportunities to improve service delivery; and develop and deliver business …
Skills: Business Analysis, Business Strategy, Business Intelligence, Process Modeling, Requirements Traceability
Montreal, Quebec, Canada · On-site
The work mode arrangement for the position is full-time on site. As a member and client experience advisory agent at Caisse Desjardins de Rosemont-La Petite-Patrie, you help give members and clients a better experience, …
Skills: Customer Focus, Effective Communication, Action Oriented, Situational Adaptability, Nimble Learning
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, Compliance, Crisis Management, Interpersonal Skills, Strategic Planning
Brossard, Quebec, Canada · Remote Solely
As credit authorization advisor, you contribute to analysis, guidance and prevention with regard to risk management operations and activities. You analyze and authorize exceptions and verifications of financing applicati…
Skills: Risk Management, Financial Analysis, Communication, Coaching, Collaboration
Lévis, Quebec, Canada · Hybrid
As a Senior Advisor IT Architecture, you design IT solutions to meet the business needs of large-scale projects or programs using Desjardins Group’s architecture targets and shared platforms. You ensure consistency with …
Skills: IT Architecture, Solution Design, Strategic Planning, Stakeholder Management, Data Architecture
Val-d'Or, Quebec, Canada · On-site
The work mode arrangement for the position is full-time on site. As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to e…
Skills: Financial Planning, Relationship Management, Investment Recommendation, Loan Advisory, Insurance Products
Baie-Saint-Paul, Quebec, Canada · Hybrid
The incumbent is responsible for prospecting, soliciting, developing and maintaining business relationships with major strategic clients operating in the commercial sector, with a view to promoting and selling products a…
Skills: Business Development, Financial Analysis, Credit Risk Management, Negotiation, Account Management
Val-d'Or, Quebec, Canada · On-site
The work mode arrangement for the position is full-time on site. As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to e…
Skills: Financial Planning, Relationship Management, Investment Recommendation, Loan Advisory, Insurance Products
Baie-Saint-Paul, Quebec, Canada · Hybrid
The incumbent is responsible for prospecting, soliciting, developing and maintaining business relationships with major strategic clients operating in the commercial sector, with a view to promoting and selling products a…
Skills: Prospecting, Business Development, Financial Analysis, Credit Risk Management, Negotiation
Aurora, Ontario, Canada · Hybrid
Temporary position for 12 months. As a property and casualty insurance claims advisor, you help serve and maintain business relationships with members and clients for all claims. You handle bodily injury claims. You inve…
Skills: Bodily Injury Claims, Claims Investigation, Claims Negotiation, Claims Settlement, Analytical Skills
Val-d'Or, 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, Situational Adaptability, Nimble Learning
Montreal, Quebec, Canada · Remote Solely
Temporary position for 12 months. Should the temporary position become permanent, the selected candidate may have the opportunity to obtain the position on a permanent basis. As a product administration technician, you p…
Skills: Administrative Support, Data Processing, Technical Analysis, Report Design, Problem Solving
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Support members and clients by promoting technological tools for autonomous transactions and managing fraud or irregularity cases. Contribute to business development and maintain client relationships while ensuring compliance with security and risk standards.
Requires knowledge of financial products, services, and operating procedures related to convenience products. Candidates should possess strong interpersonal skills, technical proficiency, and an understanding of financial cooperative fundamentals.
Main Responsibilities
Support members and clients by telling them existing applications and technological tools that can help them do transactions and operations on their own.
Contribute to business development and maintain business relationships through service delivery and activities.
Assist members and clients who have encountered fraud or irregularities. Monitor and process transactions required to settle their cases.
Stay on top of the latest standards, products and services in your field.
Uphold compliance, security and risk management standards.
Knowledge of all counter and convenience products and services
Knowledge of all Desjardins products and services aimed at caisse members and those offered by business centres, components, distribution networks/channels and as well as those of competitors
Knowledge of integrating data into systems
Knowledge of security measures, legal framework and internal controls
Understanding of the philosophy and fundamentals of financial services cooperatives
Knowledge of operating procedures related to convenience products and services and transactions
Knowledge of service standards
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
