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 Planning, Relationship Management, Investment Recommendation, Loan Advisory, Insurance Products
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 Planning, Investment Recommendation, Loan Management, Insurance Products, Risk Management
Montreal, Quebec, Canada · On-site
$86k–$91k/yr
Numéro de référence: 1349 Statut: Permanent - temps plein Salaire annuel / taux horaire: 86 000 - 91 000 Nombre de postes à pourvoir: 1 Date limite de dépôt des candidatures: 2026-06-26 Saviez-vous que VIA Rail a d’ambit…
Skills: Policy Analysis, Strategic Research, Government Relations, Project Coordination, Executive Writing
Montreal, Quebec, Canada · On-site
RINA is currently recruiting for a Montreal Canada Marine Surveyor to join its office in Montreal within the North America Marine Division. Mission The Marine Surveyor will act as a key technical focal point for marine …
Skills: Marine Surveying, Hull & Machinery Surveys, P&I Surveys, Flag State Surveys, Marine Warranty Surveying
Montreal, Quebec, Canada · On-site
$86k–$91k/yr
Reference Number : 1349 Status : Permanent - Full-time Annual Salary / Hourly Rate : 86 000 - 91 000 Number of positions to be filled : 1 Application Deadline : 06/26/2026 Did you know that VIA Rail is carrying out ambit…
Skills: Policy Analysis, Strategic Research, Government Relations, Briefing Material Preparation, Project Coordination
Montreal, Quebec, Canada · Hybrid
Chez Alto, nous participons activement à la transformation du Canada de demain grâce à notre projet de train à grande vitesse reliant Québec à Toronto. Avec le soutien du gouvernement du Canada, cette initiative novatric…
Skills: Financial Planning, Pro Forma Financial Statements, Cost Modeling, Management Accounting, Financial Accounting
Montreal, Quebec, Canada · Hybrid
We are looking for an experienced project manager capable of structuring, leading and delivering a strategic transition in a sensitive and high-visibility environment. Role Background As part of a structuring transformat…
Skills: Project Management, Service Transition, Vendor Management, Risk Management, Stakeholder Coordination
Montreal, Quebec, Canada · On-site
Sommaire du poste: Relevant de l’adjointe de direction – Projets/Facturation, le titulaire de ce poste est essentiellement responsable de la coordination des offres de services de l’expertise. Principales responsabilités…
Skills: Estimation Coordination, Proposal Preparation, Grammar Review, Document Layout, Customer Service
Toronto, Ontario, Canada · Remote OK
$165k–$225k/yr
Huron is a global consultancy that collaborates with clients to drive strategic growth, ignite innovation and navigate constant change. Through a combination of strategy, expertise and creativity, we help clients acceler…
Skills: Oracle EPM Planning, ePBCS, Project Management, Enterprise Platform Implementation, Bilingual French and English
Toronto, Ontario, Canada · Remote OK
$95k–$125k/yr
Huron is a global consultancy that collaborates with clients to drive strategic growth, ignite innovation and navigate constant change. Through a combination of strategy, expertise and creativity, we help clients acceler…
Skills: Oracle EPM Planning, ePBCS, Functional Specifications, Requirements Analysis, Cloud-based Enterprise Solutions
Montreal, Quebec, Canada · Remote OK
SYSTRA Canada fait partie du groupe SYSTRA, un groupe international de conseil et d'ingénierie, leader mondial dans la conception d'infrastructures de transport. SYSTRA Canada est une société d'ingénierie et de conseil d…
Skills: Electrical Schematic Design, Wiring Diagrams, Equipment Selection, Installation Procedures, Testing Procedures
Montreal, Quebec, Canada · Hybrid
IT Unlock (ITU) est une entreprise en croissance spécialisée en staff augmentation TI, services TI et intelligence artificielle (IA). Nous aidons nos clients à relever leurs défis technologiques en leur fournissant rapid…
Skills: Account Management, Business Development, IT Staff Augmentation, IT Recruitment, Client Relationship Management
Montreal, Quebec, Canada · Hybrid
We are seeking an actuarially trained consultant to join our Montreal-based team supporting multinational clients with international pension plan administration and the coordination of international pension accounting an…
Skills: Pension Administration, Actuarial Calculations, International Pension Accounting, IAS19, IFRS
Montreal, Quebec, Canada · On-site
We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions,…
Skills: Business Development, Client Service, Community Connections, Customer Experience (CX), Financial Advising
Montreal, Quebec, Canada · Remote OK
At Flexspring, you will have the autonomy and flexibility to tackle your role in a way that is right for you. We foster a learning culture that will allow you to develop new skills and progress in your career. Who We Are…
Skills: Project Management, HRIS, Payroll Systems, Bilingual French and English, Requirements Facilitation
Montreal, Quebec, Canada · Hybrid
Description de l'entreprise Faites partie du voyage! Notre mission, c’est d’être la compagnie aérienne préférée de notre clientèle et de notre équipe. L’ouverture d’esprit, le souci des autres, l’intelligence au travail …
Skills: Business Systems Analysis, Project Implementation, Change Management, UAT Testing, Business Process Optimization
Montreal, Quebec, Canada · Hybrid
$130k–$160k/yr
Description de l'entreprise Travaillez avec nous. Changez le monde. Chez AECOM, nous construisons un monde meilleur. Qu'il s'agisse d'améliorer votre trajet, d’assurer le maintien des opérations, de fournir un accès à de…
Skills: Heavy Mechanical Design, Hydroelectric Equipment Design, Technical Leadership, AutoCAD, Revit
Montreal, Quebec, Canada · Hybrid
Advance your IT career. We are recruiting on behalf of our client for a Senior Systems Administrator Work Location: Hybrid MontrealWork mode: Remote QuebecType of role: Contract, full time 3 months At MSP Corp, we don&rs…
Skills: Cisco Meraki, Network Administration, Firewalls, Switching, Wireless Technologies
Montreal, Quebec, Canada · On-site
Administratrice/Administrateur immobilier senior Montreal, QC À propos de BGO: BGO est l’un des principaux conseillers internationaux en gestion des investissements immobiliers, une société off…
Skills: Accounts Receivable, Financial Statement Analysis, Property Management, Budget Preparation, Invoice Processing
Montreal, Quebec, Canada · On-site
Company Description Temps-Plein / Full-Time Mode de travail: Présentiel / Work arrangement: On Site We are looking for a Full Stack Developer to collaborate on one of our projects in the space sector. Who are we? Scalian…
Skills: .NET, C#, SQL, MVC, Web Forms
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Develop and maintain trusting relationships with individual and business clients to provide tailored financial advice. Drive results by recommending appropriate 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:
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
Knowledge of current financial, economic, political and legislative events
All products and services aimed at caisse members and those offered by Desjardins Business Centres, Desjardins components and distribution networks, and those offered by competitors
Debt management
Notions of compliance with legislation respecting the distribution of financial products and services
Understanding of the philosophy and fundamentals of financial services cooperatives
Policies, legislation and standards related to products and services offered by the caisse
Desjardins business processes
Service standards
Techniques used to assess and monitor individual financing applications
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
There are currently 1,248 open consulting positions in Montreal, Canada listed on Clera. New openings are added daily as companies post roles.
Companies currently hiring include Desjardins, AECOM, TEHORA inc., CIMA+, EY, among others. Browse the listings above to see every active employer.
Yes — 908 of the 1248 open consulting positions offer remote or hybrid work (105 remote, 803 hybrid).
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