Montreal, 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. You listen to members’ and clients’ nee…
Skills: Wealth management, Financial planning, Investment strategies, Financing strategies, Insurance
Montreal, Quebec, Canada · Hybrid
As a data analyst, you collect, process, analyze and use data that comes through different channels. You extract, describe, analyze and interpret the data needed to make informed business decisions. You provide guidance …
Skills: Data analysis, Data extraction, Reporting, Database management systems, Business intelligence
Longueuil, Quebec, Canada · Hybrid
Official Internal Job Title: Project Manager Status: Regular Job Description: Relevant du gestionnaire du Bureau de projets, en tant que Chargé(e) de projet vous agissez comme partenaire de coordination auprès du portefe…
Skills: Project Management, Portfolio Management, Agile Methodology, Governance, Jira
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 e…
Skills: Financial advising, Relationship management, Investment recommendation, Loan processing, Insurance product knowledge
Montreal, Quebec, Canada · Hybrid
L’Expérience Aviva Individuellement, nous sommes des personnes, mais ensemble, nous formons Aviva. Ces mots prennent tout leur sens lorsqu’ils deviennent nos valeurs : Bienveillance, Engagement, Collectivité et Confiance…
Skills: Commercial underwriting, Risk analysis, Pricing, Property and casualty insurance, Relationship management
Montreal, Quebec, Canada · On-site
Requisition ID: 273435 Employee Referral Program – Potential Reward: We are committed to investing in our employees and helping you continue your career at Scotiabank. Term: December 2026 - April 2027 | April - September…
Skills: Financial markets, Interest rate derivatives, Foreign exchange, Bloomberg, Data collection
Montreal, Quebec, Canada · Hybrid
GIRO IS YOUR WAY FORWARD At GIRO, our mission is clear: Improving quality of life around the world through software and services that increase the efficiency of public transport and postal delivery. Joining us means cont…
Skills: Software development, Quality assurance, Artificial intelligence, Test automation, Programming
Montreal, Quebec, Canada · On-site
$100k–$142k/yr
Numéro d'affichage : 4423 Titre de la classification : Chef de section, Gouvernance d’approvisionnement et opérations Lieu de travail : Montréal Direction : Approvisionnement Section : Gouvernance d'approvisionnement et …
Skills: Strategic procurement, Contract management, Governance, Risk management, Leadership
Montreal, Quebec, Canada · Hybrid
L’Expérience Aviva Individuellement, nous sommes des personnes, mais ensemble, nous formons Aviva. Ces mots prennent tout leur sens lorsqu’ils deviennent nos valeurs : Bienveillance, Engagement, Collectivité et Confiance…
Skills: Commercial automobile underwriting, Risk analysis, Risk selection, Relationship management, Insurance policy knowledge
Montreal, Quebec, Canada · On-site
Job Description Aramark is Seeking a Cook for the Food Service Operation at Résidence l’Amitié in Montréal POSITION : Cook LOCATION : Résidence l’Amitié (9167 Gouin Boulevard, Montréal, QC H4K 2E2) SALARY : $25.00/hour S…
Skills: Food preparation, Menu planning, Meal service, Catering, Food safety
Laval, Quebec, Canada · Hybrid
$52k–$78k/yr
Who We Are: At Giant Tiger, our mission is simple: help Canadians save more every day. We’re a Canadian institution rooted in our communities and built on 60+ years of success. As part of our store support team, your wor…
Skills: Category planning, Retail buying, Administrative support, Merchandising, Promotional entry
Montreal, Quebec, Canada · On-site
About Four Seasons: Four Seasons is powered by our people. We are a collective of individuals who crave to become better, to push ourselves to new heights and to treat each other as we wish to be treated in return. Our t…
Skills: Culinary arts, Kitchen supervision, Food preparation, Menu execution, Knife skills
Montreal, Quebec, Canada · On-site
2155, boul. de Maisonneuve E., Montréal, Quebec H2K 4S3 Préposé(e) au service à la clientèle de nuit Salaire (nuit) : 20,10$/h (Incluant prime*) Horaire : Temps plein ou temps partiel de nuit (à déterminer selon les beso…
Skills: Customer service, Cash handling, Teamwork, Organization, Food preparation
Mirabel, Quebec, Canada · Hybrid
Job Description: ***English job description follows*** Description de l'emploi : Le développement des compétences des employé.e.s est un sujet qui vous tient à cœur, vous possédez une forte expérience en gestion de proje…
Skills: Project management, Competency management, Continuous improvement, Data analysis, Strategic planning
Montreal, Quebec, Canada · Hybrid
Temporary position for 18 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 de…
Skills: Business strategy, Business intelligence, Strategic planning, Project management, Stakeholder management
Montreal, Quebec, Canada · Hybrid
À propos de nous Nous sommes une entreprise mondiale de technologies climatiques conçues pour la durabilité. Nous créons des environnements résidentiels, commerciaux et industriels durables et efficaces grâce aux technol…
Skills: Customer success, Project management, Team leadership, Coaching, Customer relationship management
Montreal, Quebec, Canada · Hybrid
Job Description Ingénieur Manufacturier – Lignes de Moteur Montréal, QC, Canada Une opportunité attrayante est présentement offerte chez Rolls‑Royce Canada pour un Ingénieur Manufacturier – Lignes de Moteur. Travaillant …
Skills: Mechanical engineering, Engine maintenance, Root cause analysis, Technical specifications, Failure analysis
Toronto, Ontario, Canada · Remote OK
At World Fuel, our employees are the key to our global success. We are industry leaders due to the innumerable talents of our approximately 5000 strong professional team. Our people thrive in an entrepreneurial and cultu…
Skills: Sales, Business development, Account management, Relationship building, Negotiation
Montreal, Quebec, Canada · On-site
$136k–$182k/yr
Director, Sales - Mid-Market East & Central Commercial Sales Job Purpose: TD SYNNEX Canada is seeking a strategic and results-driven sales leader to lead our Mid-Market East & Central Commercial Sales organization, overs…
Skills: Sales leadership, Strategic planning, P&L management, Channel sales, Business development
Montreal, Quebec, Canada · On-site
Job Description Ingénieur en Amélioration Continue Montréal, QC, Canada Une opportunité attrayante est présentement offerte chez Rolls Royce Canada pour un Ingénieur en Amélioration Continue. Travaillant dans un environn…
Skills: Industrial Engineering, Data Science, Process Optimization, Lean Manufacturing, Six Sigma
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You will develop and maintain trusting business relationships with clients to provide tailored financial advice, investment strategies, and comprehensive financial plans. Additionally, you will identify business opportunities, support digital solution adoption, and collaborate with specialists to meet the diverse financial needs of your client base.
The role requires a bachelor's degree in a related field and a minimum of four years of relevant experience. Candidates must hold a mutual fund representative certificate and the title of Financial Planner, with advanced proficiency in English.
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. You 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 and make their projects happen. You work closely with mass-affluent individuals, businesses and business owners across all life stages. Your client base has high business development potential. Interpersonal savvy is therefore essential. You prepare comprehensive financial plans, targeted investment and financing strategies and insurance offers for your clients. You serve as a resource person for savings and investments, financial planning, portfolio diversification, intergenerational transfers and tax strategies. You also serve as a resource person for your team at the caisse. You use your expertise to support the financial empowerment of members and clients and to balance member/client satisfaction, business objectives, profitability and sound and prudent risk management. You promote digital solutions and help members and clients start using them. As needed, you carry out financial transactions for members and clients. You also listen to their needs and present self-serve solutions for their future transactions. You work with partners and specialists to design integrated strategies that meet the needs of members and clients. You identify business opportunities and direct members and clients to your colleagues or to other entities for their specialized or day-to-day needs. 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
