Sept-Îles, 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
Saint-Hyacinthe, Quebec, Canada · Hybrid
As a securities advisor, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients. You help sell securities products and services through various distribution channe…
Skills: Securities Advisory, Portfolio Management, Client Relationship Management, Financial Analysis, Sales
Saint-Hyacinthe, Quebec, Canada · Hybrid
As a securities advisor, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients. You help sell securities products and services through various distribution channe…
Skills: Securities Advisory, Portfolio Management, Client Relationship Management, Financial Analysis, Risk Management
Témiscaming, Quebec, Canada · Hybrid
🌟 Several opportunities are currently available in the Abitibi-Témiscamingue region. As a financial professional, you’ll play a key role, listening attentively to our members and clients to help optimize their financial…
Skills: Client Service, Financial Solutions, Needs Assessment, Digital Tool Support, Communication
Témiscaming, Quebec, Canada · Hybrid
🌟 Several opportunities are currently available in the Abitibi-Témiscamingue region. As a financial professional, you’ll play a key role, listening attentively to our members and clients to help optimize their financial…
Skills: Client Service, Financial Solutions, Needs Analysis, Digital Tool Support, Communication
Casselman, Ontario, Canada · On-site
The work mode arrangement for the position is full-time on site As a team leader at Desjardins Ontario Credit Union, you provide management support for the team. You coordinate your unit’s technical activities, action pl…
Skills: Team Leadership, Management Support, Coaching, Performance Management, Budget Management
Casselman, Ontario, Canada · On-site
The work mode arrangement for the position is full-time on site As a team leader at Desjardins Ontario Credit Union, you provide management support for the team. You coordinate your unit’s technical activities, action pl…
Skills: Team Leadership, Management Support, Coaching, Performance Management, Budget Management
Laval, Quebec, Canada · On-site
The work mode arrangement for the position is full-time on site As a client financial services agent, you work closely with advisors and provide personalized support to members and clients. You help advisors deliver serv…
Skills: Customer Service, Business Development, Financial Planning, Interpersonal Communication, Investment Solutions
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, Administrative Support, Telephone Reception, Communication, Interpersonal Savvy
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, Communication, Interpersonal Savvy
Montreal, 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
North Glengarry, Ontario, Canada · On-site
Temporary position for 5 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 ro…
Skills: Financial Planning, Investment Advice, Loan Management, Insurance Products, Risk Management
Brossard, Quebec, Canada · Hybrid
As a Desjardins Securities account manager, you have a considerable impact on the organization by helping promote services and maintain business relationships with members and clients. You represent and negotiate on beha…
Skills: Account Management, Strategic Partnerships, Negotiation, Portfolio Profitability, Risk Management
Brossard, Quebec, Canada · Hybrid
As a Desjardins Securities account manager, you have a considerable impact on the organization by helping promote services and maintain business relationships with members and clients. You represent and negotiate on beha…
Skills: Account Management, Strategic Negotiation, Portfolio Profitability, Business Development, Risk Management
Mont-Laurier, Quebec, Canada · Hybrid
Several opportunities are currently available in the Laurentides region. 📍 As a financial services professional, you're attentive to the needs of our members and clients. You look for ways to support their financial wel…
Skills: Investment Planning, Financial Financing, Customer Service, Relationship Management, Insurance Products
Mont-Laurier, Quebec, Canada · Hybrid
Several opportunities are currently available in the Laurentides region. 📍 As a financial services professional, you're attentive to the needs of our members and clients. You look for ways to support their financial wel…
Skills: Investment Planning, Financial Financing, Customer Service, Insurance Products, Relationship Management
Montreal, Quebec, Canada · Hybrid
As a purchasing and procurement advisor, you help finalize contractual agreements with the organization’s partners for the purchase and rental of goods and services. Your responsibilities may include one or more sub-spec…
Skills: Strategic Sourcing, Procurement, Contract Management, Asset Management, Inventory Management
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
Montreal, 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
Temporary position for 19 months 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 del…
Skills: Business Strategy, Business Intelligence, Strategic Planning, Project Management, Stakeholder Management
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Develop and maintain trusting relationships with individual and business clients to provide tailored financial advice. 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 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 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 individual members and business owners. Interpersonal savvy is therefore essential. You drive results by developing strategies and 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
