Montreal, Quebec, Canada · Hybrid
As a client financial services agent at Caisse Desjardins du Cœur-de-l'Île, you work closely with advisors and provide personalized support to members and clients. You help advisors deliver services and maintain business…
Skills: Customer Service, Financial Services, Business Development, Interpersonal Savvy, Communication Skills
Lévis, Quebec, Canada · Hybrid
As a Video Conferencing and Collaboration Solutions Advisor, you play a key role in securing, operating and evolving the organization’s audiovisual and collaboration environments. Your main goal consists in overseeing co…
Skills: Video Conferencing, Collaboration Solutions, Crestron Products, Microsoft Teams Rooms, Windows Environments
Lévis, Quebec, Canada · Hybrid
As a Video Conferencing and Collaboration Solutions Advisor, you play a key role in securing, operating and evolving the organization’s audiovisual and collaboration environments. Your main goal consists in overseeing co…
Skills: Video Conferencing, Collaboration Solutions, Crestron Products, Microsoft Teams Rooms, Cybersecurity
Baie-Saint-Paul, 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 m…
Skills: Customer Service, Financial Advice, Digital Solutions, Business Development, Fraud Assistance
Montreal, Quebec, Canada · Hybrid
The incumbent at Desjardins Business - Caisses by sector is responsible for prospecting, soliciting, developing and maintaining business relationships with major strategic clients operating in the commercial sector, with…
Skills: Prospecting, Business Development, Account Management, Risk Management, Negotiation
Montreal, Quebec, Canada · Hybrid
Temporary position for 12 months 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 r…
Skills: Wealth Management, Financial Planning, Investment Strategy, Relationship Management, Risk Management
Montreal, Quebec, Canada · Hybrid
Temporary position for 12 months 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 r…
Skills: Wealth Management, Financial Planning, Investment Strategy, Risk Management, Client Relationship Management
Montreal, Quebec, Canada · Hybrid
As Product Owner, you will represent the voice of the client in projects and be responsible for the member/client experience. You will consistently prepare a range of products and services to ensure a positive member/cli…
Skills: Product Backlog Management, Stakeholder Management, Strategic Planning, Business Analysis, Coaching
Baie-Saint-Paul, 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 m…
Skills: Customer Service, Financial Advice, Business Development, Digital Solutions, Fraud Handling
Rouyn-Noranda, 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, Business Development, Investment Solutions, Financing, Protection Products
Montreal, Quebec, Canada · Hybrid
The incumbent at Desjardins Business - Caisses by sector is responsible for prospecting, soliciting, developing and maintaining business relationships with major strategic clients operating in the commercial sector, with…
Skills: Prospecting, Business Development, Relationship Management, Negotiation, Risk Management
Rouyn-Noranda, 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, Business Development, Financial Planning, Interpersonal Communication, Investment Solutions
Lévis, Quebec, Canada · Hybrid
Your role involves using your ability to make quality decisions and build effective teams to manage a large subset of sales or operations activities or a support sub-function that offers specialized services to the secto…
Skills: Decision Quality, Team Building, Business Planning, Performance Management, Talent Development
Baie-Comeau, Quebec, Canada · On-site
The work mode arrangement for the position is full-time on site As a market development manager, you support Desjardins’s strategic priorities by leading your department, tapping into the full market potential and meetin…
Skills: Strategic Management, Operational Management, Business Planning, Risk Management, Team Leadership
Montreal, Quebec, Canada · Hybrid
As a product administration analyst, you provide administrative support to Desjardins components and help administer specialized products and member/client accounts. You analyze and help diagnose issues, provide opinions…
Skills: Data Analysis, Risk Analysis, Process Development, Reporting, Stakeholder Management
Montreal, Quebec, Canada · Hybrid
Your role involves using your ability to make quality decisions and build effective teams to manage a large subset of sales or operations activities or a support sub-function that offers specialized services to the secto…
Skills: Decision Quality, Team Building, Business Planning, Performance Management, Talent Development
Lévis, Quebec, Canada · Hybrid
As a senior operational efficiency advisor, you help design and improve business processes and operations based on business models and organizational structures to boost operational efficiency. You lead development proje…
Skills: Operational Efficiency, Business Process Improvement, Strategic Planning, Stakeholder Management, Project Management
Baie-Comeau, Quebec, Canada · On-site
The work mode arrangement for the position is full-time on site As a market development manager, you support Desjardins’s strategic priorities by leading your department, tapping into the full market potential and meetin…
Skills: Strategic Management, Operational Management, Business Planning, Risk Management, Team Leadership
Lévis, Quebec, Canada · Hybrid
As a senior operational efficiency advisor, you help design and improve business processes and operations based on business models and organizational structures to boost operational efficiency. You lead development proje…
Skills: Operational Efficiency, Business Process Improvement, Strategic Planning, Stakeholder Management, Project Management
Sherbrooke, 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 Advice, Loan Management, Insurance Products, Risk Management
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Provide personalized financial support to members and clients by offering solutions for investment, financing, and protection. Support advisors in maintaining business relationships and participate in sales development initiatives.
Requires an Attestation of Collegial Studies and a minimum of three years of relevant experience. Proficiency in French and strong interpersonal communication skills are required.
As a client financial services agent at Caisse Desjardins du Cœur-de-l'Île, 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 and are called upon to take charge of the immediate needs of members and clients by offering simple and rapid solutions in terms of investment, financing and protection, all in line with the action plan. You draw on your interpersonal savvy and communication skills to ensure member/client satisfaction and service quality in accordance with the organization’s standards and procedures. You provide significant business development support. You assist members and clients, providing excellent customer service. You create offers for routine transactions, and help sell products and services based on the needs of members and clients and current strategies and practices. You tailor your approach based on members’ and clients’ needs. More specifically, you will be required to :
What we offer
Benefits apply based on eligibility criteria.
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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
