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, Investment recommendation, Loan management, Insurance products, Relationship management
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
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
Aurora, Ontario, Canada · Hybrid
The Insurance Risk Management team within the Modelling and Research Competency Center develops innovative, responsible, and high-impact solutions at the forefront of data science, actuarial science, and optimization. Le…
Skills: Predictive modelling, Spatial analytics, Python, R, SAS
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
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
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, Strategic planning, Interpersonal savvy
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, Relationship management, Digital solutions
Brossard, Quebec, Canada · Remote Solely
As a Property and casualty insurance agent, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients. You help sell general insurance products and services through m…
Skills: Insurance sales, Customer service, Business development, Analytical skills, Negotiation
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
Montreal, 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 recommendation, Loan management, Insurance products, Relationship management
Havre-Saint-Pierre, 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 service, Financial advisory, Account management, Business development, Fraud detection
Montreal, Quebec, Canada · Hybrid
The Fédération des caisses Desjardins du Québec is seeking a senior legal advisor to join the legal team responsible for providing legal support in corporate and transactional law. As a senior legal advisor, corporate an…
Skills: Corporate law, Transactional law, Mergers and acquisitions, Strategic investment, Corporate reorganization
Lévis, Quebec, Canada · Hybrid
What we offer* Competitive salary and annual bonus4 weeks of flexible vacation starting in the first yearDefined benefit pension plan that provides predictable, stable income throughout retirementGroup insurance includin…
Skills: Action oriented, Business insight, Customer focus, Develops talent, Drive results
Boisbriand, 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 · Hybrid
As a assistant manager, you support Desjardins’s strategic priorities by leading your department, tapping into the full market potential and meeting the needs and expectations of members and clients. You are responsible …
Skills: Strategic management, Operational management, Team leadership, Coaching, Talent development
Boisbriand, 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 recommendations, Loan processing, Insurance products
Montreal, Quebec, Canada · Remote Solely
As a member/client service advisor – sales, you help solicit and develop and maintain business relationships with members and clients. You provide customer service and help sell specialized products and services through …
Skills: Sales, Customer service, Business relationship management, Data analysis, Interpersonal savvy
Lévis, Quebec, Canada · Hybrid
Temporary position for 12 months As a Climate Change Advisor, you will be part of the Climate Transition Department within the Desjardins Sustainable Development Office. You will help define Desjardins Group’s priorities…
Skills: Climate change strategy, Risk analysis, GHG emission reduction, Climate reporting, Environmental science
Lévis, Quebec, Canada · Hybrid
Temporary position for 12 months As a Climate Change Advisor, you will be part of the Climate Transition Department within the Desjardins Sustainable Development Office. You will help define Desjardins Group’s priorities…
Skills: Climate change strategy, Risk analysis, GHG emission reduction, Climate reporting, Scenario analysis
Sign up with Clera and we'll reach out the moment a role actually fits you — no more spraying applications into the void.
The advisor is responsible for building trusting relationships with clients to provide tailored financial advice and solutions. They manage investment, loan, and insurance portfolios while balancing client satisfaction with business profitability and risk management.
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.
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
