Jobs at Desjardins

Advise and build lasting relationships with members and clients, assess needs, recommend appropriate investments, loans and insurance, balance client satisfaction with profitability and risk management, collaborate with partners to design integrated financial strategies, monitor service quality, and represent the caisse in outreach activities.

Manage and grow a commercial client portfolio by prospecting, selling and advising businesses on Desjardins products. Build relationships, analyze needs, create tailored financing solutions, negotiate terms, manage risk and portfolio profitability, execute promotions, and ensure member/client satisfaction while complying with policies and regulations.

Lead an administrative unit to develop and deliver business plans, manage large-scale sales/operations or major support functions, drive performance and talent development, implement service activities and process improvements, and represent the organization to ensure member/client satisfaction and strategic alignment.

Lead strategic risk management initiatives: analyze and recommend risk strategies, develop policies, represent unit to senior committees, advise stakeholders, negotiate agreements, and coach senior management on complex cross-functional projects.

Lead design, development, and operation of large-scale data collection systems and pipelines. Oversee integration, transformation, consolidation, monitoring and improvement of data platforms, build algorithms and proofs of concept, draft best practices, and coach stakeholders. Ensure scalable, well-documented data management solutions aligned with business needs and IT design.

Lead very large-scale, cross-sector projects from design through rollout. Manage human, material, financial and IT resources, budgets, roadmaps, governance, risks, stakeholders and suppliers. Prepare status reports for sponsors and decision-making bodies to ensure objectives, benefits and timelines are met.

Collect, process, analyze and interpret data from multiple sources to inform business decisions. Build complex reports and dashboards, advise clients on data management tools, perform descriptive and diagnostic analyses, identify process improvements, and present actionable recommendations to stakeholders to support operationalization of analytics initiatives.

Owns and grows strategic business accounts by building personal client relationships, identifying needs, proposing custom solutions, negotiating terms, and ensuring product/service satisfaction. Drives sales and business development objectives, balances profitability and risk, and represents the organization in the business community and public relations activities.

As an investment assistant, you support advisors with account management, client communication, and administrative tasks while ensuring client satisfaction and compliance. Your role includes preparing documents, managing calendars, and handling client queries.

As a Senior Wealth Management Advisor, you develop and maintain business relationships with clients, advise them on financial strategies, and ensure compliance with policies while driving business growth.

Advise and build lasting relationships with individual and business clients, recommend investments, loans and insurance, assess needs and satisfaction, coordinate with partners to design strategies, stay current on market and regulatory trends, and represent the caisse in community outreach.

Provide expert advice and leadership on strategic planning, business intelligence, performance monitoring, and organizational transformation. Develop policies, models and programs; diagnose major issues and recommend solutions to decision-making bodies; represent the unit externally; and coach senior management while coordinating complex, multi-sector initiatives to improve service delivery.

Lead and advise on strategic projects and organizational transformation. Develop and monitor business plans, policies, standards and performance targets. Analyze issues, make recommendations, coordinate stakeholders, and represent the unit with decision-makers and external partners to implement complex initiatives.

The Senior Financial Planning Advisor develops and maintains client relationships, providing tailored services to enhance organizational profitability and client satisfaction. This role involves leading strategic initiatives, analyzing complex problems, and advising on business opportunities and retention strategies.

Lead and advise on strategic projects and organizational transformation. Develop and monitor business plans, policies, standards and targets. Analyze complex issues, recommend solutions, coordinate stakeholders, represent the unit to decision-making bodies and external partners, and coach clients.

Advise stakeholders on planning, developing and monitoring strategic projects by extracting data, producing reports and KPIs, administering information systems, and improving management systems. Lead complex development initiatives, ensure IT quality assurance and information security, coach teams, and provide expert recommendations to decision-making bodies and external partners.

Lead and advise on operational risk, fraud prevention, compliance, internal controls, crisis management and information/property security. Develop policies, standards and strategic initiatives; analyze issues; represent the unit to decision-making bodies and external partners; coordinate stakeholders and coach teams.

Advise individual and business members on investments, loans and insurance; build and maintain client relationships; assess needs, recommend solutions, ensure compliance, track satisfaction, and participate in community outreach.

Provide personalized financial advice to individual and business members, recommend investments, loans and insurance, manage client relationships, assess satisfaction, ensure compliance with regulations, collaborate with partners to design integrated financial strategies, and represent the caisse in community outreach.

Manage and preserve business relationships with key and struggling clients, analyze accounts, develop turnaround or collections strategies, negotiate terms and agreements, recommend products and services to meet client needs, and drive sales and business development objectives while balancing profitability, client satisfaction, and risk.